# Mitchell Capital Management

Mitchell Capital Management is a Bank / Wealth / Trust based in Leawood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Leawood, United States
- **Region:** North America
- **Address:** Leawood, KS, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** www.mitchcap.com
- **LinkedIn:** https://www.linkedin.com/company/mitchell-cap

## Regulatory record

- **CRD number:** 106338
- **SEC file number:** 801-29318
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106338

## About

Mitchell Capital Management is an SEC-registered investment adviser in Leawood, Kansas, since 1987. The firm manages approximately $847 million in assets. It has 11 employees and 7 investment advisers.

## Sectors

- Financial Services

## Questions

### How does the firm custody client assets?

Mitchell Capital Management uses a third-party institutional custodian to hold client securities and cash. This is standard practice among independent RIAs and creates a structural separation between the advisor managing the portfolio and the institution safekeeping the assets, which is a key investor protection.

### What is Mitchell Capital Management's core investment philosophy?

The firm practices a bottom-up, fundamentals-driven approach to equity selection with a pronounced preference for high-quality, dividend-growing companies. The fixed-income allocation is managed for capital preservation and income rather than total-return speculation. The overall mandate is conservative and long-term, designed to sustain intergenerational wealth.

### Does Mitchell Capital Management run any pooled investment vehicles or funds?

No. The firm manages only individual separately managed accounts (SMAs), not mutual funds, exchange-traded funds, or private limited-partnership vehicles. This means each client portfolio can be customized to individual tax situations and income needs, but it also caps the firm's ability to participate in private markets or illiquid strategies.

### How are investment decisions made at the firm?

Investment decisions are centralized within a small, cohesive team rather than a sprawling committee structure. This keeps decision-making fast and personal accountability high, though it also creates key-person risk — portfolio construction is tightly linked to the judgment of a few senior professionals.

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Last updated: 2026-06-03T20:00:00.000Z

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