Mitchell Capital Management Co (Leawood)

Name: Mitchell Capital Management Co
Address: 11460 Tomahawk Creek Parkway, Leawood, KS, 66211 7822
Telephone: 913-428-3222

Mitchell Capital Management Co is a large advisory firm based in Leawood. It manages $519.41 million of regulatory assets for 538 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.

Mitchell Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mitchell Capital Management: assets under management

The assets under management (AUM) of Mitchell Capital Management Co is $519.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $519.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $965.44 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 49% of the total AUM. The second-largest asset type is state and local bonds, which make up 19% of the firm’s portfolio. Investments in investment grade corporate bonds form 13% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mitchell Capital Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kenneth L. Green serves?

The firm provides services to individuals, insurance companies, charitable organizations, other investment advisers, high net worth individuals, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Kenneth L. Green is high net worth individuals with 79 clients and $255.17 million of assets under management. Among the 10 most similar advisory firms, Mitchell Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $463.31 million for 215 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Mitchell Capital Management doesn't advise any private funds.

Careers at Mitchell Capital Management Co

The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There are 7 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Mitchell Capital Management Co is owned by Frederick Mitchell. Kenneth L. Green has been acting as President since 1 Feb 1990. Philip Andrew Kernen joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick G Mitchell	Shareholder	1 Feb 1987	Other	2402108
Linda K. Mitchell	Shareholder	1 Feb 1987	Other	4337522
Craig Lee Beach	Director	1 Feb 1987	Other	811075
Frederick Mitchell	President/owner	1 Feb 1987	25% - 50%	2402108
Thomas R Mcgee	Director	1 Feb 1987	Other	4337518
Robert P Lyons	Director	1 Feb 1987	Other	4337519
Kenneth L. Green	President/director	1 Feb 1990	25% - 50%	2735008
Kenneth Green	Vice president	1 Feb 1990	Other	2735008
Richard S Jones	Vice president	1 Jan 1996	Other	2289407
Teresa L. Burch	Vice president	1 Jan 1999	Other	4337523
Richard S Jones	Vice president/director/secretary	1 Jan 2001	Other	2289407
Jonn Matthew Wullschleger	Vice president/director	1 Nov 2004	25% - 50%	2924716
Barbara Jean Roszel	Chief compliance officer/director/asst secretary	1 Dec 2005	Other	5107445
Janet Carpenter Rowe	Shareholder	1 Dec 2012	Other	732854
Christen E. Dusselier	Shareholder	1 Dec 2012	Other	6006349
Philip Andrew Kernen	Shareholder	1 Jun 2017	Other	5655685

Based in Leawood

The principal office where Mitchell Capital Management Co performs its advisory services is located at 11460 Tomahawk Creek Parkway, Leawood, KS 66211 7822, 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 913-428-3222 or by fax 913-428-3231. The normal business hours are 7:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at mitchcap.com.