RIA IntelAdvisersVirginiaROBERT W MITCHELL III

ROBERT W MITCHELL III

Advisory

VIENNA, VA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in VA
#450
of 588 advisers by AUM
Average account
$1M
across 74 accounts
AUM per adviser
$98M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$98M
Discretionary %
0%
Clients
74
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$98M
Discretionary AUM$0
Non-Discretionary AUM$98M
Discretionary %0%
Total Clients74
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

MONSOUR ADVISORY SERVICES, INC.
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$99M
ANDERSON & STRUDWICK, INCORPORATED
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$99M
-27.5% 1Y
GROOM, MARSHALL, HALL, JR.
$98M
FERGUSON ANDREWS INVESTMENT ADVISERS INC
$100M
-0.4% 1Y
DUKE & CO ADVISORY INC
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$100M
0.0% 1Y
INVESTORS SECURITY COMPANY, INC.
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$96M
+34.2% 1Y

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