Mitchell Capital Management Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$577,642,237
Clients
317
Advisors
6
of 11 employees
About
Mitchell Capital Management provides discretionary investment management and integrated financial planning to a mix of individual and institutional clients, including employee benefit plans, corporations, foundations, charitable organizations, trusts, estates and IRAs. The firm also accepts sub‑advisory assignments and manages separately managed accounts on a client‑by‑client basis.
MCM customizes portfolios through written investment guidelines, combining computerized screening with traditional security analysis to invest across equities, ETFs and fixed income while prohibiting speculative transactions. The firm runs multiple actively managed equity and fixed‑income strategies, emphasizes investment‑grade intermediate‑duration bonds, and delivers quarterly reporting with at least annual client reviews.
Notably, MCM maintains sub‑advisory relationships with financial consultants and banks and discloses participation in third‑party referral arrangements, including the Schwab Advisor Network, for which it compensates referrers. The firm’s brochure also documents a team with multiple CFA/CFP credentials and formal policies on personal trading, trade rotation, and proxy voting.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
Main office
11460 Tomahawk Creek Parkway, Suite 410
Leawood KS 66211-7822
Advisors at this office
6
Most active in
California · Florida · Illinois · Kansas · Louisiana · Missouri · Nebraska · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Advisors at this firm
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