|
⚲
|
| Keyboard |
| Mitchell Capital Management Co
✚
|
|
|---|---|
| CRD # | 106338 |
| SEC # | 801-29318 |
| CIK # | 0001080351 |
| AUM | 847.3 M (2026-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 913-428-3222 |
| Address | 11460 Tomahawk Creek Parkway Leawood, KS 66211-7822 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 46.7 | ||
| Alphabet Inc | 28.8 | ||
| Apple Inc | 28.6 | ||
| Microsoft Corp | 25.6 | ||
| Broadcom Inc | 21.0 | ||
| J P Morgan Chase & Co | 18.0 | ||
| Amazon Com Inc | 18.0 | ||
| Facebook Inc | 15.0 | ||
| Wal Mart Stores Inc | 13.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 67.2 |
| (b) Individuals (high net worth individuals) | 138 | 566.1 |
| (c) Banking or thrift institutions | 5 | 116.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.3 |
| (h) Charitable organizations | 4 | 37.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 5.1 |
| (k) Insurance companies | 1 | 14.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 3 | 52.0 |
| Total | 814 | 861.0 |
| By Discretionary | ||
| Discretionary | 814 | 861.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 814 | 861.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 861.0 | |
| Total | 814 | 861.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080351] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| LEI | 25490036QJSB7FFDTT69 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Liberty Capital Management Inc
✚
|
MI | 849.5 M |
|
Avenir Corporation
✚
|
VA | 849.3 M |
|
Silverlake Wealth Management LLC
✚
|
VT | 849.1 M |
|
Bason Asset Management LLC
✚
|
CO | 848.8 M |
|
Pennsylvania Capital Management Inc
✚
|
PA | 848.6 M |
|
BNC Wealth Management LLC
✚
|
OR | 847.5 M |
|
Seneca Financial Advisors LLC
✚
|
NY | 847.2 M |
|
Barry Investment Advisors LLC
✚
|
MA | 846.8 M |
|
Oakworth Asset Management LLC
✚
|
AL | 846.3 M |
|
Integrated Quantitative Investments LLC
✚
|
WA | 844.8 M |