Mitchell Capital Management Co
Firm details
- Headquarters
- Leawood, Kansas
- CRD number
- 106338
- Registered since
- April 7, 1987
- Website
- mitchcap.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIRST NATIONAL BANK OF HUTCHINSON
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.83%
- Banking / Thrift Institutions18.47%
- Individuals8.34%
- Other7.01%
- Charitable Organizations4.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mitchell Capital Management Co. is an independent, corporation-structured registered investment adviser owned by an individual and registered with the SEC since 1987. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory practice centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Mitchell Capital is not positioned as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multistate adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- US Government Bonds14%
- State & Local Bonds11%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$19M in ETFs
100%
$19M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6M | 7,826 | 31.48% |
Location
Leawood, KS
Johnson
Location
Leawood, KS
Headquartered in Leawood, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 11460 Tomahawk Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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