KROON & MITCHELL ASSET MANAGEMENT LLC

Overview

Kroon & Mitchell Asset Management LLC is an independent registered investment adviser that focuses on serving individual and family clients with fee-based financial planning and portfolio management. The firm operates as a limited liability company and is owned by individuals; it offers both percentage-of-AUM and hourly billing for advisory work. Its business mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for business or institutional clients. The firm is not positioned as a pension consultant or a multi-state active ESG investor, and it identifies as an independent RIA rather than a capital allocator. Investment activity is concentrated in pooled public funds as primary building blocks for client portfolios, supplemented with third‑party alternative managers for private placements and real estate. The firm’s model appears to lean toward delegated portfolio construction using mutual funds and similar vehicles, while retaining the flexibility to implement private-placement and real-estate exposures where appropriate.

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Public Holdings

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Location & Offices