# 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.

- CRD: 106338
- Filed as: MITCHELL CAPITAL MANAGEMENT CO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leawood, KS
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106338
- AdvisorCensus page: https://advisorcensus.com/firm/mitchell-capital-management-co-leawood-ks-106338

## Quick answers

**How 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.

**How much does Mitchell Capital Management Co charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- First National Bank of Hutchinson

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.

### Regulatory assets under management (Item 5.F)
- Total: $847,309,942
- Discretionary: $847,309,942
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 177 | $70,689,561 |
| High net worth individuals | 140 | $506,952,676 |
| Banking or thrift institutions | 4 | $156,521,610 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 4 | $34,052,006 |
| Other investment advisers | 1 | $1,994,149 |
| Insurance companies | 1 | $17,046,581 |
| Corporations or other businesses not listed above | 1 | $679,282 |
| Other | 3 | $59,374,077 |

### 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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, KS, LA, MO, NE, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mitchcap.com
- LinkedIn @MITCHELLCAPITALMANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $665,706,281 | 12 | August 31, 2021 |
| October 2022 | $787,098,024 | 11 | June 29, 2022 |
| October 2023 | $661,286,384 | 11 | March 28, 2023 |
| October 2024 | $762,701,319 | 9 | August 9, 2024 |
| October 2025 | $861,030,803 | 9 | March 27, 2025 |
| October 2026 | $847,309,942 | 11 | March 27, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mitchell Capital Management Co (CRD 106338): Form ADV filing data as of October 2026.