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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-1987
- Office Locations
- 1
Office Locations
About Mitchell Capital Management CO
Mitchell Capital Management is an employee-owned, fiduciary investment manager (since 1987) serving high-net-worth individuals and families as well as foundations, endowments, pensions, trusts/estates and other institutions. The team builds actively managed, separately managed accounts using in-house fundamental research on individual stocks and bonds and a repeatable process. Performance is GIPS-compliant and the firm is fee-only (no product commissions).
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
KENNETH L. GREEN
DIRECTOR, Equity Analyst, President
- CRD
- #2735008
- Ownership
- 25% but less than 50%
CHRISTEN E. DUSSELIER
Director, Secretary
- CRD
- #6006349
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Quinn B Dippel
--
- CRD
- #6805625
Showing 1 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $847,309,942 | $967,249 |
| Non-Discretionary | $0 | -- |
| Total | $847,309,942 | $967,249 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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