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Mitchell Capital Management Co

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$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

Advisors at this firm

user avatar

Philip K

CFA®

Leawood, KS

Mitchell Capital Management Co

Philip Kernen is a CFA® charterholder with 16 years of industry experience. He has been with Mitchell Capital Management Co since 2005, where he works as part of a six-advisor team based in Leawood, KS. Mitchell Capital Management Co is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in assets, offering customized investment strategies and a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income approaches.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
user avatar

Christen D

Series 65

Leawood, KS

Mitchell Capital Management Co

Christen Dusselier is a financial advisor at Mitchell Capital Management Co with 13 years of industry experience. He holds a Series 65 designation and has been with Mitchell Capital Management Co since 2001. Mitchell Capital Management Co is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in client assets through a small team and offers customized investment strategies combining systematic screening with traditional security analysis across multiple equity and fixed-income approaches.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
user avatar

Kenneth G

CFA®, Series 65

Leawood, KS

Mitchell Capital Management Co

Kenneth Green is a CFA® charterholder and holds a Series 65 license with 35 years of industry experience. He has been with Mitchell Capital Management Co. since 1990. Mitchell Capital Management Co. is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in assets and offers customized investment guidelines using a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
user avatar

Jonn W

CFA®

Leawood, KS

Mitchell Capital Management Co

Jonn Wullschleger is a CFA® charterholder with 24 years of industry experience. He has been with Mitchell Capital Management Co. since 2000. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. Mitchell Capital Management customizes investment guidelines for each client and employs a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
user avatar

Miles G

CFA®

Leawood, KS

Mitchell Capital Management Co

Miles Green is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mitchell Capital Management Co since 2017. His prior work includes roles at Texas Christian University and a brief period of unemployment. Mitchell Capital Management Co is an SEC-registered investment adviser managing approximately $861 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations, utilizing a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
user avatar

Quinn D

CFA®

Leawood, KS

Mitchell Capital Management Co

Quinn Dippel is a CFA® charterholder with experience at several firms including DeMarche and Hallmark Cards prior to joining Mitchell Capital Management Co, where he has worked since 2025. He is based in Leawood, KS. Mitchell Capital Management provides discretionary investment management and integrated financial planning to individual and institutional clients. The firm employs a disciplined investment approach combining computerized screening with traditional security analysis, manages multiple actively managed strategies, and emphasizes investment-grade intermediate-duration bonds.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
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