$94.2M Total AUM
$94.2M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2004
- Office Locations
- 1
Office Locations
11710 Plaza America Drive Suite 2000 Reston VA
About Mitchell Advisory INC
Mitchell Advisory Inc is a Reston, VA registered investment adviser providing financial planning, portfolio construction, and ongoing asset management, including estate and insurance planning. The firm works with individual clients, including entrepreneurs, and builds portfolios primarily using ETFs (with some mutual fund use). Custody includes Charles Schwab.
Team overview
68 AVG AGE
$94.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Beacon optima
Investment Themes
Vital
Investment Vehicles
Unison meridian
Services
Legacy Foundation Ridge capital North Peak
Owner & Executives
M
MITCHELL ERIC MARTIN
Chief Compliance Officer, Consultant, President
- CRD
- #2070055
- Ownership
- 75% or more
(818) 360-5410
pioneer.eagle@insightcapital.com
in linkedin.com/in/meridian-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,218,417 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,218,417 | -- |
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Separately Managed Accounts
Total SMA Asset: $94,218,417
Equity - Exchange:
27.7% Cash:
26.0% Corporate - Non-Investment Grade:
46.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $480,943,572 | 27.7% |
| Cash | $451,427,179 | 26.0% |
| Corporate - Non-Investment Grade | $803,887,631 | 46.3% |
| Total | $1,736,258,382 | 100.0% |