GRAND RAPIDS, MICRD 168120Latest ADV March 28, 2026
Kroon & Mitchell Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 28, 2026, reports $221M in regulatory assets under management, 5 employees, and 729 accounts.
Assets Under Management
$221M
Employees
5
Offices
--
Total Clients
203
Primary office
GRAND RAPIDS, MI
29 PEARL STREET NW, STE 400, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
156
2
HNWI
23.2%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$221Mas of March 28, 2026
Discretionary99.7%
$220M
100% of total RAUM99.7%
Non-discretionary0.3%
$756K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$221M
Total Accounts729
10Y AUM Change+$103M (+87.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change+3 (+150.0%)
* 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.