SourcingSourcing

MITCHELL CAPITAL MANAGEMENT CO

C37
CRD 106338·SEC 801-29318·LEAWOOD, KS
AUM
$847.3M
$500M-$1B
Est. Revenue
$8.5M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MITCHELL CAPITAL MANAGEMENT CO
CRD
106338
SEC file #
801-29318
EIN
481032366
DBA names
—

Economics

AUM
$847.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$519.4M → $847.3M▲ +63%
Client mix
Individuals Other177
Individuals High Net Worth140
Banking Institutions4
Charitable Organizations4
Other3

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
LEAWOOD KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
mitchcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREEN, KENNETH, L.
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
GREEN, KENNETH, L.
WULLSCHLEGER, JONN, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MITCHCAP.COM
Rdap Domain Creation Date
1998-11-13T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001080351
Edgar Registered
Yes
Edgar Filing Count
112
Edgar First Filing Date
1999-12-20
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
110
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001080351-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
11460 TOMAHAWK CREEK PARKWAYSUITE 410LEAWOOD, KS 66211
Business
11460 TOMAHAWK CREEK PARKWAYSUITE 410LEAWOOD, KS 66211
Edgar EIN
481032366
Edgar Recent Filings
13F-HR2026-05-11 · 0001080351-26-000004
13F-HR2026-02-10 · 0001080351-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-11-12T05:00:00Z
Rdap Domain Last Changed
2024-09-13T08:04:56Z
Rdap Nameservers
Osmar.ns.cloudflare.comTia.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2735008
Trust Company Affiliate
No

People (8)

8
GREEN, KENNETH, L.
IAR · Direct Owner · 37.5%
2735008
WULLSCHLEGER, JONN, MATTHEW
IAR · Direct Owner · 17.5%
2924716
Green, Miles, H
IAR · Direct Owner · 17.5%
7736025
DUSSELIER, CHRISTEN, E.
IAR · Direct Owner · 17.5%
6006349
KERNEN, PHILIP, ANDREW
IAR · Direct Owner · 17.5%
5655685
ROSZEL, BARBARA, JEAN
Executive Officer · 2.5%
5107445
Day, Robert, M
Executive Officer · 2.5%
7882961
Quinn B Dippel
IAR
6805625