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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RadialCapital
- Established Date
- 02-08-1972
- Office Locations
- 1
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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Pathway focus
Pioneer horizon optima
- CRD
- #41610
- Ownership
- 8.2%
Showing 2 of 3 owners & executives
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Phillip David Beckner Jr.
Advisor
- CRD
- #7023162
NICHOLAS WOOD CARPER
--
- CRD
- #4334883
Atlas ember
Signal focus focus
- CRD
- #94104
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
Total SMA Asset: $1,789,213,488
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,281,733,800 | 14.4% |
| Corporate - Investment Grade | $2,892,801,979 | 32.5% |
| Cash | $1,958,204,417 | 22.0% |
| Municipal Bonds | $1,878,096,054 | 21.1% |
| U.S. Government/Agency | $890,092,916 | 10.0% |
| Total | $8,900,929,166 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS PRIME | VERTEX SUMMIT | JH8D37ZNC | UJN | 7.09% | $115,060,161 |
| OAK SUMMIT BEACON | PRIME VITAL | IA4FP7FGL | JNCK | 8.49% | $68,144,676 |
| ALPHA MATRIX | FOCUS PATHWAY | TH8PH9LDC | DCIX | 4.93% | $29,277,736 |
| BEACON NORTH | BEACON TIMBER | BQE5MHEUE | WQE | 11.21% | $27,751,778 |
| FUSION WAVE BRIDGE | BRIDGE EAGLE | XTON98YAY | UOPDO | 4.04% | $76,131,922 |
| ZENITH EMBER | UNISON FRONTIER | SLJ0W1MUE | PJNM | 3.67% | $41,020,684 |
| VITAL RIDGE PIONEER | UNISON BEACON | MZYLIC9VR | RTJH | 4.63% | $32,586,922 |
| OPTIMA GLACIER OAK | VECTOR UNISON | 5ZWXB7OYP | AWJ | 2.12% | $82,978,193 |