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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-1972
- Office Locations
- 2
Office Locations
About Mitchell Sinkler & Starr
Mitchell Sinkler & Starr is a Philadelphia-based wealth management firm serving individuals and families, trusts and estates, and nonprofits since 1969. The team provides investment management, financial planning, and tax/gifting/estate support, including fiduciary and trustee services. Portfolios are custom, separately managed to align with client goals and ESG preferences, balancing growth and income, with an ETF-heavy implementation and clients across 20+ states and abroad.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 23, 2026, reported AUM increased 1.0%, from $1.8B to $1.8B.
Across 5 reported observations, AUM increased 8.6% between January 28, 2022 and March 23, 2026, from $1.6B to $1.8B.
Of the latest reported AUM, 17.6% is discretionary and 82.4% is non-discretionary.
The firm reports 5 advisory representatives and 247 clients, or 49.4 clients per representative. That equates to $7.2M in reported AUM per client.
The profile lists 2 reported office locations and 54 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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- Platform
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Owner & Executives
WILLIAM GREGORY RICHARDSON
Chief Compliance Officer, Portfolio Manager, President, Principal
- CRD
- #4942867
- Ownership
- 50% but less than 75%
HEATHER FLICK MCMEEKIN
Advisor, VICE PRESIDENT
- CRD
- #2628517
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Phillip David Beckner Jr.
Advisor
- CRD
- #7023162
NICHOLAS WOOD CARPER
--
- CRD
- #4334883
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,701,927 | $2,313,985 |
| Non-Discretionary | $1,474,511,561 | $3,130,598 |
| Total | $1,789,213,488 | $2,947,633 |
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Separately Managed Accounts
SMA allocation detail is available
Mitchell Sinkler & Starr has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mitchell Sinkler & Starr's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.