AdvisorCensus / Financial advisors / Missouri / Kansas City / Mitchell Capital Management Co
Mitchell Capital Management Co is an SEC-registered investment advisory firm in Leawood, KS, registered since 1987, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Mitchell Capital Management Co compensated?
On its Form ADV (Item 5.E, October 2026), Mitchell Capital Management Co reports these compensation arrangements: a percentage of assets under its management.
What does Mitchell Capital Management Co's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; $2,000,000 to $10,000,000: 0.6% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Mitchell Capital Management Co located?
Mitchell Capital Management Co's principal office is in Leawood, KS, according to its Form ADV.
Is Mitchell Capital Management Co registered with the SEC or a state?
Mitchell Capital Management Co is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 106338.
How much does Mitchell Capital Management Co manage?
Mitchell Capital Management Co reports $847,309,942 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Mitchell Capital Management Co's assets and staff changed since 2021?
In the Form ADV data for Mitchell Capital Management Co: Regulatory assets under management: $665,706,281 in the October 2021 data and $847,309,942 in the October 2026 data, up 27%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Mitchell Capital Management Co serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (177); high net worth individuals (140); banking or thrift institutions (4).
Which custodians does Mitchell Capital Management Co use?
Mitchell Capital Management Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and First National Bank of Hutchinson as custodians holding 10% or more of its separately managed account assets.
Does Mitchell Capital Management Co report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106338
What changed in Mitchell Capital Management Co's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Registered or notice-filed in LA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $2,000,000 | 0.75% |
| $2,000,000 to $10,000,000 | 0.6% |
| Above $10,000,000 | See the brochure |
The brochure's wording
Amounts up to $1,000,000 1.0% Next $1,000,000 0.75% Next $8,000,000 0.60% Over $10,000,000 Negotiable
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$847,309,942 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1987 (39 years)
- Employees
- Total: 11. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $847,309,942 | 11 | March 27, 2026 |
| October 2025 | $861,030,803 | 9 | March 27, 2025 |
| October 2024 | $762,701,319 | 9 | August 9, 2024 |
| October 2023 | $661,286,384 | 11 | March 28, 2023 |
| October 2022 | $787,098,024 | 11 | June 29, 2022 |
| October 2021 | $665,706,281 | 12 | August 31, 2021 |
Regulatory assets under management: $665,706,281 in the October 2021 data and $847,309,942 in the October 2026 data, up 27%.
Total employees: 12 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 7.
- Registered or notice-filed in LA.
- January 2026
- No longer registered or notice-filed in IA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mitchell Capital Management Co (CRD 106338): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mitchell-capital-management-co-leawood-ks-106338