Mitchell Sinkler & Starr Inc
- Regulatory AUM
- $1.8B
- Discretionary
- $315M
- Clients
- 247
- Avg AUM / client
- $7.2M
- Accounts
- 607
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 240 | $1.8B | 98.0% |
| Charitable organizations | 7 | $36.1M | 2.02% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Gregory Richardson | President / Chief Compliance Officer | CFA | May 2005 (21y) | 25% – 50% |
| Heather Flick Mcmeekin | Vice President | Apr 2015 (11y) | 10% – 25% | |
| Wilson, William, David | Portfolio Manager | Apr 2017 (9y) | 10% – 25% | |
| Peter Thomas Toscani | Vice President | CFP CFA | Oct 2019 (7y) | 10% – 25% |
| William Wood Wylie | Registered representative | Feb 1991 (35y) | ||
| Nicholas Wood Carper | Registered representative | Aug 1995 (31y) | ||
| Phillip David Beckner | Registered representative | CFA | Apr 2021 (5y) | |
| James Stewart Mcconnel | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (87% of AUM) Mar 2026
- SEI Private Trust $670M (42% of AUM) Mar 2024
- U.S. Bancorp Securities $165M (10% of AUM) Mar 2024
- Wilmington Trust Company $130M (11% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗