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, SEC‑registered registered investment adviser organized as a corporation and operating since 1987. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and institutions. The firm reports an equity orientation, favoring exchange‑traded equities as the primary asset class in client portfolios. Mitchell Capital Management Co is not positioned as a capital allocator and is not identified as an active ESG investor or multi‑state adviser in its filings.
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
3 of 4
Jonn Wullschleger
Vice President, Co-Chief Investment OfficerCRD 2924716
Robert Day
Chief Market TechnicianCRD 7882961

Barbara Roszel
Chief Compliance OfficerCRD 5107445
Contacts
3 of 4
Miles Green
Equity AnalystCRD 7736025

Christen Dusselier
Director of Financial PlanningCRD 6006349

Quinn Dippel
Equity AnalystCRD 6805625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$24.2M in ETFs
98%
$23.8M
2%
$436K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.8M | 7,745 | 23.96% |
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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