MITCHELL SINKLER & STARR
MITCHELL SINKLER & STARR INC Legal Name
Adviser information for MITCHELL SINKLER & STARR last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 87 | $400.7M |
| Non-Discretionary | 448 | $1.2B |
| Total | 535 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 235 | $1.4B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $165.1M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 8 | $30.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
TWO PENN CENTER PLAZASUITE 1320
PHILADELPHIA
PA
United States
Monday - Friday, 9:00A.M. TO 5:00P.M.
Tel: 215-665-1450, Fax: 215-561-0808
Chief Compliance Officer
W. GREGORY RICHARDSON
PRESIDENT
TWO PENN CENTER PLAZA
SUITE 1320
PHILADELPHIA
PA
United States
Tel:
215-665-1450
Fax:
215-561-0808
G**********@**************M
(Full email address available in API data)
Regulatory Contact
HEATHER F. MCMEEKIN
VICE PRESIDENT, PRINCIPAL & PORTFOLIO MANAGER
TWO PENN CENTER PLAZA
SUITE 1320
PHILADELPHIA
PA
United States
Tel:
215-665-1450
Fax:
215-561-0808
H********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RICHARDSON, WILLIAM, GREGORY | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 01/2007 | 25-50% |
| WILSON, WILLIAM, DAVID | Individual | – | PORTFOLIO MANAGER | 04/2017 | 10-25% |
| MCMEEKIN, HEATHER, FLICK | Individual | – | VICE PRESIDENT | 04/2017 | 10-25% |
| TOSCANI, PETER, THOMAS | Individual | – | VICE PRESIDENT | 01/2022 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| GAMCO GLOBAL GOLD NAT RES & | COM SH BEN INT | 57K | 14K | – |
| 3M CO | COM | 2M | 22K | – |
| ABBOTT LABS | COM | 11M | 111K | – |
| ABBVIE INC | COM | 4M | 22K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 2M | 5K | – |
| ADOBE INC | COM | 521K | 936 | – |
| AIR PRODS & CHEMS INC | COM | 9M | 34K | – |
| ALPHABET INC | CAP STK CL A | 12M | 69K | – |
| ALPHABET INC | CAP STK CL C | 961K | 5K | – |
| ALTRIA GROUP INC | COM | 905K | 19K | – |
| AMAZON COM INC | COM | 6M | 35K | – |
| AMERICAN TOWER CORP NEW | COM | 638K | 3K | – |
| AMGEN INC | COM | 1M | 4K | – |
| APPLE INC | COM | 23M | 103K | – |
| ARISTA NETWORKS INC | COM | 743K | 2K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 765K | 828 | – |
| AUTOMATIC DATA PROCESSING IN | COM | 4M | 18K | – |
| AUTONATION INC | COM | 359K | 2K | – |
| BANK AMERICA CORP | COM | 2M | 40K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | – |
| BOOKING HOLDINGS INC | COM | 468K | 119 | – |
| BRISTOL-MYERS SQUIBB CO | COM | 382K | 9K | – |
| BROADCOM INC | COM | 873K | 5K | – |
| CABOT CORP | COM | 6M | 60K | – |
| CASEYS GEN STORES INC | COM | 526K | 1K | – |
| CHECK POINT SOFTWARE TECH LT | ORD | 5M | 32K | – |
| CHEVRON CORP NEW | COM | 3M | 19K | – |
| CHUBB LIMITED | COM | 870K | 3K | – |
| CINCINNATI FINL CORP | COM | 2M | 15K | – |
| CISCO SYS INC | COM | 2M | 36K | – |
| COCA COLA CO | COM | 1M | 18K | – |
| COLGATE PALMOLIVE CO | COM | 2M | 21K | – |
| COMCAST CORP NEW | CL A | 4M | 103K | – |
| CORNING INC | COM | 292K | 7K | – |
| COSTCO WHSL CORP NEW | COM | 2M | 3K | – |
| CVS HEALTH CORP | COM | 244K | 4K | – |
| D R HORTON INC | COM | 815K | 5K | – |
| DEERE & CO | COM | 474K | 1K | – |
| DEXCOM INC | COM | 314K | 3K | – |
| DIAGEO PLC | SPON ADR NEW | 672K | 5K | – |
| DISNEY WALT CO | COM | 6M | 67K | – |
| DONALDSON INC | COM | 332K | 5K | – |
| DUKE ENERGY CORP NEW | COM NEW | 1M | 11K | – |
| EDWARDS LIFESCIENCES CORP | COM | 240K | 3K | – |
| ELI LILLY & CO | COM | 2M | 3K | – |
| EMERSON ELEC CO | COM | 10M | 83K | – |
| ENBRIDGE INC | COM | 441K | 12K | – |
| ERIE INDTY CO | CL A | 210K | 550 | – |
| ESSENTIAL UTILS INC | COM | 623K | 15K | – |
| EXPEDITORS INTL WASH INC | COM | 293K | 2K | – |
| EXXON MOBIL CORP | COM | 7M | 63K | – |
| FISERV INC | COM | 279K | 2K | – |
| GALLAGHER ARTHUR J & CO | COM | 926K | 4K | – |
| GE AEROSPACE | COM NEW | 2M | 10K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 313K | 4K | – |
| GE VERNOVA INC | COM | 417K | 3K | – |
| GENERAC HLDGS INC | COM | 433K | 3K | – |
| GENERAL MLS INC | COM | 237K | 4K | – |
| GLOBAL PMTS INC | COM | 201K | 2K | – |
| GRACO INC | COM | 215K | 3K | – |
| HCA HEALTHCARE INC | COM | 212K | 660 | – |
| HOME DEPOT INC | COM | 13M | 36K | – |
| HONEYWELL INTL INC | COM | 2M | 9K | – |
| ILLINOIS TOOL WKS INC | COM | 590K | 2K | – |
| INTEL CORP | COM | 7M | 190K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 917K | 5K | – |
| INTUITIVE SURGICAL INC | COM NEW | 489K | 1K | – |
| JABIL INC | COM | 255K | 2K | – |
| JOHNSON & JOHNSON | COM | 12M | 78K | – |
| JPMORGAN CHASE & CO. | COM | 12M | 56K | – |
| KENVUE INC | COM | 534K | 29K | – |
| KIMBERLY-CLARK CORP | COM | 859K | 6K | – |
| KINSALE CAP GROUP INC | COM | 507K | 1K | – |
| LAMAR ADVERTISING CO NEW | CL A | 271K | 2K | – |
| LINDE PLC | SHS | 558K | 1K | – |
| LOCKHEED MARTIN CORP | COM | 407K | 855 | – |
| MASTERCARD INCORPORATED | CL A | 3M | 6K | – |
| MCDONALDS CORP | COM | 247K | 953 | – |
| MEDTRONIC PLC | SHS | 722K | 9K | – |
| MERCK & CO INC | COM | 13M | 102K | – |
| META PLATFORMS INC | CL A | 2M | 4K | – |
| MICROSOFT CORP | COM | 28M | 63K | – |
| MONDELEZ INTL INC | CL A | 795K | 12K | – |
| MOODYS CORP | COM | 9M | 19K | – |
| NEXTERA ENERGY INC | COM | 2M | 27K | – |
| NIKE INC | CL B | 3M | 38K | – |
| NOVARTIS AG | SPONSORED ADR | 296K | 3K | – |
| NOVO-NORDISK A S | ADR | 254K | 2K | – |
| NVIDIA CORPORATION | COM | 9M | 72K | – |
| ORACLE CORP | COM | 7M | 54K | – |
| PARAMOUNT GLOBAL | CLASS B COM | 484K | 42K | – |
| PAYCHEX INC | COM | 217K | 2K | – |
| PEPSICO INC | COM | 9M | 51K | – |
| PFIZER INC | COM | 820K | 28K | – |
| PHILIP MORRIS INTL INC | COM | 2M | 19K | – |
| PROCTER AND GAMBLE CO | COM | 10M | 59K | – |
| PROLOGIS INC. | COM | 228K | 2K | – |
| PRUDENTIAL FINL INC | COM | 313K | 3K | – |
| RBC BEARINGS INC | COM | 354K | 1K | – |
| RPM INTL INC | COM | 4M | 34K | – |
| RTX CORPORATION | COM | 2M | 21K | – |
| S&P GLOBAL INC | COM | 386K | 797 | – |
| SCHLUMBERGER LTD | COM STK | 3M | 58K | – |
| SCHWAB CHARLES CORP | COM | 503K | 8K | – |
| SMUCKER J M CO | COM NEW | 292K | 2K | – |
| SOLVENTUM CORP | COM SHS | 298K | 5K | – |
| SOUTHERN CO | COM | 1M | 18K | – |
| STRYKER CORPORATION | COM | 4M | 13K | – |
| SYSCO CORP | COM | 689K | 9K | – |
| TESLA INC | COM | 674K | 3K | – |
| TEXAS INSTRS INC | COM | 1M | 7K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 290K | 537 | – |
| UNILEVER PLC | SPON ADR NEW | 339K | 6K | – |
| UNION PAC CORP | COM | 9M | 38K | – |
| UNITED PARCEL SERVICE INC | CL B | 1M | 10K | – |
| UNITEDHEALTH GROUP INC | COM | 784K | 1K | – |
| US BANCORP DEL | COM NEW | 510K | 11K | – |
| VERIZON COMMUNICATIONS INC | COM | 752K | 18K | – |
| VISA INC | COM CL A | 1M | 5K | – |
| WALMART INC | COM | 4M | 61K | – |
| WASTE MGMT INC DEL | COM | 2M | 10K | – |
| WELLS FARGO CO NEW | COM | 3M | 55K | – |
| ZOETIS INC | CL A | 554K | 3K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 167K | 2K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 142K | 750 | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 687K | 16K | – |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | 83K | 2K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 459K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 278K | 8K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 64K | 1K | – |
| ISHARES TR | ISHS 5-10YR INVT | 728K | 14K | – |
| ISHARES TR | ISHARES BIOTECH | 93K | 643 | – |
| ISHARES TR | CORE S&P500 ETF | 381K | 686 | – |
| ISHARES TR | CORE S&P MCP ETF | 152K | 3K | – |
| ISHARES TR | CORE S&P TTL STK | 284K | 2K | – |
| ISHARES TR | CORE S&P US GWT | 118K | 920 | – |
| ISHARES TR | GL CLEAN ENE ETF | 25K | 2K | – |
| ISHARES TR | INTRM GOV CR ETF | 961K | 9K | – |
| ISHARES TR | MSCI EAFE ETF | 22K | 280 | – |
| ISHARES TR | MSCI USA ESG SLC | 9K | 80 | – |
| ISHARES TR | RUS 1000 ETF | 2M | 8K | – |
| ISHARES TR | RUS 1000 GRW ETF | 127K | 350 | – |
| ISHARES TR | RUS 1000 VAL ETF | 78K | 430 | – |
| ISHARES TR | RUS 2000 VAL ETF | 25K | 150 | – |
| ISHARES TR | RUSSELL 3000 ETF | 472K | 2K | – |
| ISHARES TR | S&P 100 ETF | 563K | 2K | – |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 212K | 5K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 8M | 119K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 255K | 4K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 348K | 3K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 43K | 560 | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 75K | 2K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2M | 23K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 124K | 1K | – |
| SPDR SER TR | SPDR MSCI USA GE | 216K | 2K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 2M | 28K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 3M | 6K | – |
| SPDR SER TR | S&P BIOTECH | 212K | 2K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 204K | 900 | – |
| VANGUARD WORLD FD | CONSUM DIS ETF | 134K | 415 | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 63K | 306 | – |
| VANGUARD WORLD FD | ENERGY ETF | 148K | 1K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 299K | 2K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 137K | 1K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 273K | 5K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 88K | 2K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 39K | 104 | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 105K | 390 | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 617K | 5K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 1M | 5K | – |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 132K | 544 | – |
| VANGUARD WORLD FD | INF TECH ETF | 2M | 3K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 4K | 55 | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 94K | 370 | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 25K | 100 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 5M | 11K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1M | 15K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 13K | 65 | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 2M | 11K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 3K | 11 | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 6M | 20K | – |
| VANGUARD INDEX FDS | VALUE ETF | 37K | 223 | – |
| WISDOMTREE TR | US MIDCAP DIVID | 88K | 2K | – |
| WISDOMTREE TR | US SMALLCAP DIVD | 151K | 4K | – |