Mitchell Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Mitchell Capital Management reports 331 clients. They include 177 individual clients, 140 high-net-worth individuals and 4 banking or thrift institutions. Of its assets, 100.0% ($847M across 876 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 8% |
| High-net-worth individuals | 42% | 60% |
| Banking or thrift institutions | 1% | 18% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | 1% | 4% |
| Other client typesOther investment advisers; Insurance companies; Corporations and other businesses; Other | 2% | 9% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 177 | $70.7M | 8.3% | $399K |
| High-net-worth individuals | 140 | $507M | 59.8% | $3.62M |
| Banking or thrift institutions | 4 | $157M | 18.5% | $39.1M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $34.1M | 4.0% | $8.51M |
| Other investment advisers | Fewer than 5 | $1.99M | 0.2% | $1.99M |
| Insurance companies | Fewer than 5 | $17M | 2.0% | $17M |
| Corporations and other businesses | Fewer than 5 | $679K | 0.1% | $679K |
| Other | Fewer than 5 | $59.4M | 7.0% | $19.8M |
| Total | 331 | $847M | 100% | — |
- Clients
- 177
- Regulatory AUM
- $70.7M
- AUM share
- 8.3%
- Avg. per client
- $399K
- Clients
- 140
- Regulatory AUM
- $507M
- AUM share
- 59.8%
- Avg. per client
- $3.62M
- Clients
- 4
- Regulatory AUM
- $157M
- AUM share
- 18.5%
- Avg. per client
- $39.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $34.1M
- AUM share
- 4.0%
- Avg. per client
- $8.51M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.99M
- AUM share
- 0.2%
- Avg. per client
- $1.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $17M
- AUM share
- 2.0%
- Avg. per client
- $17M
- Clients
- Fewer than 5
- Regulatory AUM
- $679K
- AUM share
- 0.1%
- Avg. per client
- $679K
- Clients
- Fewer than 5
- Regulatory AUM
- $59.4M
- AUM share
- 7.0%
- Avg. per client
- $19.8M
Total
- Clients
- 331
- Regulatory AUM
- $847M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Mitchell Capital Management charges 0.60%–1.00% for its Investment Management and Sub-Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Kenneth Green owns 25% to 50% of Mitchell Capital Management. The leadership team of Mitchell Capital Management includes President Kenneth Green and Chief Compliance Officer Barbara Roszel. It has 11 employees, 7 of them in advisory roles.
Leadership
- Kenneth GreenPresident/Director
- Jonn WullschlegerVice President/Director
- Barbara RoszelChief Compliance Officer/Director/Asst Secretary
- Robert DayDirector
- Christen DusselierDirector/Secretary
- Miles GreenDirector
- Philip KernenDirector
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 7 in advisory functions
- 5 state-registered reps
- 4 soliciting firms
- Owns 25% to 50% of Mitchell Capital Management Co
Kenneth Green
Control person · since February 1990
- Owns 10% to 25% of Mitchell Capital Management Co
Jonn Wullschleger
Control person · since November 2004
- Owns 10% to 25% of Mitchell Capital Management Co
Christen Dusselier
since December 2012
- Owns 10% to 25% of Mitchell Capital Management Co
Philip Kernen
since June 2017
- Owns 10% to 25% of Mitchell Capital Management Co
Miles Green
since May 2024
Mitchell Capital Management’s regulatory assets grew from $666M (March 2021) to $847M (March 2026); clients rose from 245 to 331 and employees fell from 12 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $847M | 331 | 11 | 1 |
| March 2025 | $861M | 316 | 9 | 1 |
| June 2024 | $763M | 291 | 11 | 1 |
| March 2023 | $661M | 285 | 11 | 1 |
| June 2022 | $787M | 272 | 11 | 1 |
| March 2021 | $666M | 245 | 12 | 1 |
Besides its headquarters, Mitchell Capital Management has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 11460 Tomahawk Creek Parkway, Suite 410, LeawoodHQ
Contact and registration details
- Legal name
- Mitchell Capital Management Co
- Headquarters
- 11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS 66211-7822
- Website
- mitchcap.com
- Phone
- 913-428-3222
- @mitchellcapitalmanagement
- SEC file
- 801-29318
- Structure
- Kansas corporation
- Fiscal year end
- December
Mitchell Capital Management uses Charles Schwab ($618M, 80%) and First National Bank of Hutchinson ($152M, 20%) as custodians for its separately managed accounts. Mitchell Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $618M80%
- First National Bank of HutchinsonFirst National Bank of Hutchinson · Hutchinson, KS · $152M20%
At year end, Mitchell Capital Management’s separately managed accounts were mostly in stocks (68%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $657M across 117 positions; the largest are Nvidia Corp. (8.3%), Alphabet Inc. CL C (5.6%) and Apple Inc. (4.9%).
What the accounts hold
- Stocks68%
- Bonds29%
- U.S. government and agency bonds16%
- State and local bonds8%
- Investment grade corporate bonds5%
- Cash2%
- Other1%
- Client managed assets that include annuities, warrants, personal loans1%
Reported 13F holdings
- $657M
- Reported 13F value
- 117
- Positions
- 40.2%
- In the 10 largest
- +20.6%
- Value vs. prior quarter
- Nvidia Corp.8.3%
- Alphabet Inc. CL C5.6%
- Apple Inc.4.9%
- Microsoft Corp.4.1%
- Broadcom Ltd3.9%
- Amazon.com Inc.3.0%
- JP Morgan Chase3.0%
- Micron Technology Inc.2.8%
- Advanced Micro Devices2.5%
- Taiwan Semiconductor Mfg2.2%
Together, the ten largest are 40.2% of reported value.
How many clients does Mitchell Capital Management have?
Mitchell Capital Management has 331 clients and manages $847 million for them, as of March 2026. They include 177 individual clients, 140 high-net-worth individuals and 4 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Mitchell Capital Management offer?
Mitchell Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Mitchell Capital Management charge?
Mitchell Capital Management charges 0.60%–1.00% for its Investment Management and Sub-Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Mitchell Capital Management use?
Mitchell Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $618M and First National Bank of Hutchinson (Hutchinson, KS), with $152M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Mitchell Capital Management have?
Mitchell Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mitchell Capital Management invest in?
At the end of its last fiscal year, Mitchell Capital Management’s separately managed accounts held 68% exchange-traded equities, 16% U.S. government and agency bonds, 8% state and local bonds, 5% investment grade corporate bonds, 2% cash and equivalents and 1% other. The 1% other category is described as: Client Managed Assets That Include Annuities, Warrants, Personal Loans.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mitchell Capital Management?
Mitchell Capital Management’s direct owners are Kenneth Green, Jonn Wullschleger, Christen Dusselier, Philip Kernen and Miles Green, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Mitchell Capital Management get paid?
Mitchell Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mitchell Capital Management?
Mitchell Capital Management’s main office is at 11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS 66211-7822. Its phone number is 913-428-3222. Its website is mitchcap.com.