AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Mitchell Sinkler & Starr
Mitchell Sinkler & Starr
Filed as MITCHELL SINKLER & STARR · Legal name Mitchell Sinkler & Starr Inc
Mitchell Sinkler & Starr is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 1972, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Mitchell Sinkler & Starr compensated?
On its Form ADV (Item 5.E, October 2026), Mitchell Sinkler & Starr reports these compensation arrangements: a percentage of assets under its management.
Where is Mitchell Sinkler & Starr located?
Mitchell Sinkler & Starr's principal office is in Philadelphia, PA, according to its Form ADV.
Is Mitchell Sinkler & Starr registered with the SEC or a state?
Mitchell Sinkler & Starr is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 106460.
How much does Mitchell Sinkler & Starr manage?
Mitchell Sinkler & Starr reports $1,789,213,488 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (18% discretionary).
How have Mitchell Sinkler & Starr's assets and staff changed since 2021?
In the Form ADV data for Mitchell Sinkler & Starr: Regulatory assets under management: $1,222,270,121 in the October 2021 data and $1,789,213,488 in the October 2026 data, up 46%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Mitchell Sinkler & Starr serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (240); charitable organizations (7).
Which custodians does Mitchell Sinkler & Starr use?
Mitchell Sinkler & Starr's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Mitchell Sinkler & Starr report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106460
Does Mitchell Sinkler & Starr state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "MS&S imposes a minimum size restriction of $2,000,000 for new client relationships. MS&S may waive the size restriction at its discretion."
What changed in Mitchell Sinkler & Starr's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Registered or notice-filed in CA, CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
MS&S imposes a minimum size restriction of $2,000,000 for new client relationships. MS&S may waive the size restriction at its discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,789,213,488 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Mitchell Sinkler & Starr Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1972 (54 years)
- Employees
- Total: 9. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,789,213,488 | 9 | March 23, 2026 |
| October 2025 | $1,771,245,020 | 10 | March 20, 2025 |
| October 2024 | $1,589,448,489 | 10 | March 22, 2024 |
| October 2023 | $1,466,883,513 | 10 | March 23, 2023 |
| October 2022 | $1,647,182,829 | 10 | January 28, 2022 |
| October 2021 | $1,222,270,121 | 9 | March 22, 2021 |
Regulatory assets under management: $1,222,270,121 in the October 2021 data and $1,789,213,488 in the October 2026 data, up 46%.
Total employees: 9 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 5.
- Registered or notice-filed in CA, CO.
- January 2026
- No longer registered or notice-filed in NH.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mitchell Sinkler & Starr (CRD 106460): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mitchell-sinkler-and-starr-philadelphia-pa-106460