{
  "crd_number": 106460,
  "slug": "mitchell-sinkler-and-starr-philadelphia-pa-106460",
  "primary_business_name": "MITCHELL SINKLER & STARR",
  "legal_name": "MITCHELL SINKLER & STARR INC",
  "dbas": [],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1972-02-08",
  "years_registered": 54,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 1789213488.0,
  "raum_discretionary": 314701927.0,
  "raum_non_discretionary": 1474511561.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 36135601.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 1753077887.0,
      "count": 240
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "MA",
    "MD",
    "ME",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/6210850",
    "https://mitchellsinklerandstarr.com",
    "https://mitchellsinklerstarr.com",
    "https://mssadvisors.com",
    "https://mssadvisors.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106460",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/mitchell-sinkler-and-starr-philadelphia-pa-106460",
  "display_name": "Mitchell Sinkler & Starr",
  "summary": "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.",
  "citation": "AdvisorCensus. Mitchell Sinkler & Starr (CRD 106460): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Mitchell Sinkler & Starr compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mitchell Sinkler & Starr reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Mitchell Sinkler & Starr located?",
      "a": "Mitchell Sinkler & Starr's principal office is in Philadelphia, PA, according to its Form ADV."
    },
    {
      "q": "Is Mitchell Sinkler & Starr registered with the SEC or a state?",
      "a": "Mitchell Sinkler & Starr is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 106460."
    },
    {
      "q": "How much does Mitchell Sinkler & Starr manage?",
      "a": "Mitchell Sinkler & Starr reports $1,789,213,488 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (18% discretionary)."
    },
    {
      "q": "How have Mitchell Sinkler & Starr's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Mitchell Sinkler & Starr serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (240); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Mitchell Sinkler & Starr use?",
      "a": "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."
    },
    {
      "q": "Does Mitchell Sinkler & Starr report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Mitchell Sinkler & Starr state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Mitchell Sinkler & Starr's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Registered or notice-filed in CA, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1222270121.0,
      "total_employees": 9,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1647182829.0,
      "total_employees": 10,
      "filing_date": "2022-01-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1466883513.0,
      "total_employees": 10,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1589448489.0,
      "total_employees": 10,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1771245020.0,
      "total_employees": 10,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1789213488.0,
      "total_employees": 9,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Registered or notice-filed in CA, CO."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mitchell-sinkler-and-starr-philadelphia-pa-106460.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 240,
      "fewer_than_5": false,
      "raum": 1753077887.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 36135601.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106460",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}