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MITCHELL CAPITAL MANAGEMENT CO
CRD 106338File 801-29318
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$847.3M
Above cohort median (national)
Discretionary AUM
$847.3M
Clients
328
876 accounts
Employees
11
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 7, 1987
- Principal office
- 11460 TOMAHAWK CREEK PARKWAY, SUITE 410, LEAWOOD, KS, 66211-7822
- Phone
- 913-428-3222
- Website
- HTTP://WWW.MITCHCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $847.3M
- Discretionary AUM
- $847.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 876
- Non-discretionary accounts
- 0
- Total accounts
- 876
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $679K |
| Insurance companies | Fewer than 5 | $17.0M |
| Charitable organizations | Fewer than 5 | $34.1M |
| Other investment advisers | Fewer than 5 | $2.0M |
| High net worth individuals | 140 | $507.0M |
| Banking or thrift institutions | 4 | $156.5M |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 177 | $70.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 331 | 328 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.