# TS. Mitchell Financial, LLC.

> TS. Mitchell Financial, LLC. is a state-registered investment advisory firm in Columbia, SC, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 170431
- Filed as: TS. MITCHELL FINANCIAL, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbia, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170431
- AdvisorCensus page: https://advisorcensus.com/firm/ts-mitchell-financial-llc-columbia-sc-170431

## Quick answers

**How is TS. Mitchell Financial, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), TS. Mitchell Financial, LLC. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is TS. Mitchell Financial, LLC. located?**
TS. Mitchell Financial, LLC.'s principal office is in Columbia, SC, according to its Form ADV.

**Is TS. Mitchell Financial, LLC. registered with the SEC or a state?**
TS. Mitchell Financial, LLC. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170431.

**How much does TS. Mitchell Financial, LLC. manage?**
TS. Mitchell Financial, LLC. reports $3,500,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does TS. Mitchell Financial, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does TS. Mitchell Financial, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170431

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,500,000
- Discretionary: $0
- Non-discretionary: $3,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $3,500,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tsmitchell.com
- Facebook @TSMITCHELLFINANCIAL
- LinkedIn @TSMITCHELL
- X @TSMITCHELLPOWER
- YouTube @TSMITCHELLFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TS. Mitchell Financial, LLC. (CRD 170431): Form ADV filing data as of October 2026.
