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Mitchell Advisory Inc (Reston)


Mitchell Advisory Inc is a large advisory firm based in Reston. It manages $37.46 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.




Mitchell Advisory provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mitchell Advisory: assets under management

The assets under management (AUM) of Mitchell Advisory Inc is $37.46 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.28 million in discretionary accounts and $4.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.09 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mitchell Advisory Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Reston

The principal office where Mitchell Advisory Inc performs its advisory services is located at 11710 Plaza America Drive, Reston, VA 20190, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-481-9868 or by fax 703871-5048. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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