Kroon & Mitchell Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm documents client objectives and risk tolerance in an Investment Policy Statement and offers both one‑off and ongoing financial planning services.
The firm’s investment approach combines fundamental and quantitative analysis within a modern portfolio theory framework and generally pursues long‑term purchases, seeking to implement strategies in line with each client’s IPS under discretionary authority. Kroon & Mitchell seeks best execution through recommended custodians, provides quarterly reporting, and typically charges AUM‑based fees for portfolio management and pension consulting.
A distinctive feature is an affiliation with an accounting professional who, apart from the advisory business, may offer accounting advice or products to clients — clients are not required to use those services. The firm also employs a wider range of investment instruments than some peers, including precious‑metal ETFs, real estate funds, commodities, private placements and non‑U.S. securities, which introduces additional asset‑class specific risks that the firm discloses and manages.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $15,000,000: 0.60% $15,000,001 - $100,000,000: 0.50%
$150 to $300 per hour
Account minimum: $500,000
Main office
29 Pearl Street NW, Ste 400
Grand Rapids MI 49503
Advisors at this office
4
Most active in
Florida · Georgia · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Zachary S
Series 63, Series 65
Grand Rapids, MI
Kroon & Mitchell Asset Management LLC
Zachary Smith is a financial advisor at Kroon & Mitchell Asset Management LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Calder Capital, Marshberry, and Blackford Capital. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines fundamental and quantitative analysis within a modern portfolio theory framework, and it employs a broader range of investment instruments including precious-metal ETFs, real estate funds, commodities, private placements, and non-U.S. securities.
Spencer L
Series 66
Grand Rapids, MI
Kroon & Mitchell Asset Management LLC
Spencer Lademan is a Series 66-licensed advisor at Kroon & Mitchell Asset Management LLC with eight years of industry experience. His career includes roles at Regal Holdings, LLC and Edward Jones. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental and quantitative analysis within a modern portfolio theory framework, pursuing long-term investment strategies tailored to each client’s objectives and risk tolerance.
Phillip M
CFA®, Series 65
Grand Rapids, MI
Kroon & Mitchell Asset Management LLC
Phillip Mitchell is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Kroon & Mitchell Asset Management LLC since 2013. He holds the Series 65 license and works out of Grand Rapids, MI. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension and retirement-plan consulting, and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $193 million in discretionary assets and employs a client-specific investment approach grounded in fundamental and quantitative analysis within a modern-portfolio-theory framework.
Robert R
Series 65
Grand Rapids, MI
Kroon & Mitchell Asset Management LLC
Robert Roper is a financial advisor at Kroon & Mitchell Asset Management LLC with three years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His prior experience includes roles at Crowe and Odl, Inc. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and quantitative analysis within a modern portfolio theory framework and offers a range of investment instruments under discretionary authority.
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