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MITCHELL CAPITAL MANAGEMENT CO
CRD 106338File 801-29318
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 331 | 328 | decreased by3 |
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 316 | 331 | increased by15 |
| Apr 1, 2026 | AUM | $861,030,803 | $847,309,942 | decreased by$13,720,861 |
| Apr 1, 2026 | Accounts | 814 | 876 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 9 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 316 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $787,098,024 | $861,030,803 | increased by$73,932,779 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 676 | 814 | increased by138 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 245 | 272 | increased by27 |
| Apr 1, 2022 | AUM | $665,706,281 | $787,098,024 | increased by$121,391,743 |
| Apr 1, 2022 | Accounts | 594 | 676 | increased by82 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MITCHELL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MITCHELL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.