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 established in 1987 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Mitchell Capital Management Co does not identify as an active ESG investor, is not structured as a capital allocator, and does not operate as a pension consultant or multi-state adviser.
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 4JONN WULLSCHLEGER
Vice President, Co-Chief Investment OfficerCRD 2924716
Robert Day
Chief Market TechnicianCRD 7882961
BARBARA ROSZEL
Chief Compliance OfficerCRD 5107445
Contacts
3 of 4Miles 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 21Active vs passive
$19.9M in ETFs
98%
$19.5M
2%
$398K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.1M | 7,732 | 25.39% |
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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