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Robert Ward Mitchell Iii

CFP®
MITCO ASSET MANAGEMENT
Vienna, VA
·CRD# 2709101·30 years experience

Professional Summary

Robert Ward Mitchell III, CFP®, who also goes by Bob Mitchell III, Bob Mitchell, is a registered financial advisor currently at MITCO ASSET MANAGEMENT located in Vienna, Virginia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 1 firm and has passed the Series 65 and Series 63 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Mitchell Iii, Bob Mitchell

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1992

Years of Experience

30 years in the financial services industry

Current & Past Employments

MITCO ASSET MANAGEMENT·CRD# 116123
RIA
124 Park St Se Ste. 201, Vienna, VA 22180
March 17, 2020 - Present
MITCO ASSET MANAGEMENT·CRD# 116123
RIA
Vienna, VA
January 17, 1997 - December 31, 2018

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Current Firm

MA
MITCO ASSET MANAGEMENT

MITCO ASSET MANAGEMENT | ROBERT W MITCHELL III

CRD#: 116123
Virginia
Registered Investment Advisory firm - Virginia (3/17/2020 Approved)

Contact Information

Main Address

124 Park Street Se Suite 201, Vienna, VA 22180

Phone Number

(703) 304-6725

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

74

AUM (Assets Under Management)

$98,470,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Robert W. Mitchell, III owns interests in commercial real estate LLCs as follows: 19 First Street LLC, 309 West Maple LLC, 5221 Baltimore Avenue LLC, 5223 Baltimore Avenue LLC, 5301 Baltimore Avenue LLC, Robert Mitchell LLC, Mitchell & Webb LLC, Mitco Chevy Chase LLC, Mitco Mill Street LLC, Mitco Nursery Road LLC, Mitco Patterson LLC, Mitco Pizza LLC, Mitco RG I LLC, Mitco RG II LLC, Mitco Shenandoah LLC, Mitco Shenandoah II LLC, Mitco V LLC, RMHL LLC, and Wilson and Oakland LLC. These are all commercial real estate investments. My address is the address of record for the LLCs. I am a member with an ownership interest of 50% or more in all entities, with the exception of a 40% interest in the three Baltimore Avenue properties. The amount of time per month varies (50-90 hours per month). The number of hours devoted to these other businesses during trading hours varies. I would estimate two to three hours during trading hours. I communicate with tenants, pay invoices, collect rent, negotiate with vendors/tenants, and negotiate buy/sell/leases for the LLCs. Other private investments are as follows: Dillon Lakes LLC, Tupelo Gastonia LLC, Inventive Labs Corporation, Moon Holdings Fund I, Inspire Semiconductor Inc., Stage Fund I LP, Throne Labs Inc., Vertalo-Venture 360 LLC, and Up Ashburn LLC. They are all investments. The investment addresses are too voluminous to list. These businesses are in many different industries. I am a member, limited partner, or a shareholder, depending on the structure of the business. I spend no time on these investments.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Virginia
(3/17/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1996About the Series 63 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Ward Mitchell III's CRS (Customer Relationship Summary).

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