MITCHELL CAPITAL MANAGEMENT CO
SEC RegisteredClear vision in a volatile world
About the firm
Mitchell Capital Management is an employee-owned investment management firm founded in 1987 that constructs portfolios of individual securities for high-net-worth individuals, families, foundations, endowments, pension and profit-sharing plans, trusts and estates, and other institutional clients. The firm has operated as a fiduciary since its inception and specializes in separately managed accounts using a fundamental research-driven investment process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and advisory services including constructing and managing portfolios of stocks and bonds, creating and managing Investment Policy Statements, designing and monitoring asset allocation guidelines, quarterly performance reporting, capital gains management guidance, collaboration with accountants and estate attorneys, and helping prepare clients' children and grandchildren for managing inherited generational wealth
Who they serve
High-net-worth individuals, families, foundations, endowments, pension and profit-sharing plans, trusts and estates, bank trust departments, and other institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 177 | $71M |
| High Net Worth Individuals | 140 | $507M |
| Investment Companies | 4 | — |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Amounts up to $1,000,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Next $8,000,000 | 0.60% |
| Over $10,000,000 | 0.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MITCHELL CAPITAL MANAGEMENT CO has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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