Firm profile

MITCHELL CAPITAL MANAGEMENT CO

LEAWOOD, KSCRD 106338Latest ADV March 27, 2026

Mitchell Capital Management Co is an SEC registered investment adviser organized as a corporation with a primary office location in Leawood, KS. Its latest Form ADV filing, dated March 27, 2026, reports $847M in regulatory assets under management, 11 employee, and 876 accounts.

Assets Under Management
$847M
Employees
11
Offices
--
Total Clients
331
Primary office
LEAWOOD, KS
11460 TOMAHAWK CREEK PARKWAY, SUITE 410, LEAWOOD, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBarbara J. Roszel

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
177
2
HNWI
42.3%
140
3
Banks
1.2%
4
4
Charitable
1.2%
4
5
TAFT, ASSOCIATION, CLIENT MANAGED
0.9%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$847Mas of March 27, 2026
Discretionary100.0%
$847M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$847M
Total Accounts876
10Y AUM Change+$280M (+49.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee30:1
10Y Employee Change-1 (-8.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.