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RIA · CRD 154959State-Registered Investment Adviser

Updated:

Mitchell Group Delaware

MITCHELL GROUP DELAWARE LLC is a state-registered investment adviser in Sweet Home, TX. It manages approximately $6 million in regulatory assets.

Overview

MITCHELL GROUP DELAWARE LLC is a state-registered investment adviser in Sweet Home, TX. It manages approximately $6 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

Delaware, United States

Frequently asked questions

How is Mitchell Group Delaware structured for tax and governance purposes?

Mitchell Group Delaware is organized as a Delaware limited liability company, a structure commonly used by family offices for its contractual flexibility and favorable tax treatment. Delaware LLCs allow families to define economic distributions, voting rights, and transfer restrictions in a private operating agreement, making them well-suited for intergenerational wealth transfer without the public disclosure requirements of trusts or foundations.

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