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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2020
- Office Locations
- 1
Office Locations
About Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth is an Oklahoma City RIA serving retail and institutional clients, with a stated focus on entrepreneurs. The firm provides wealth management and financial planning, including portfolio construction, tax and estate planning coordination, charitable giving, and insurance guidance. Investment exposure is primarily via ETFs and public funds, complemented by fixed income. Custody is through Trade-PMR.
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Custodian
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Owner & Executives
BRIAN D. MITCHELL
Chief Compliance Officer, Financial Advisor, General Partner, PARTNER, PORTFOLIO MANAGER
- CRD
- #4498478
- Ownership
- 50% but less than 75%
CANDACE PAHL
Partner, WEALTH MANAGER
- CRD
- #4688775
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,054,799 | $776,619 |
| Non-Discretionary | $39,887,679 | $101,754 |
| Total | $449,942,478 | $489,068 |
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Separately Managed Accounts
Total SMA Asset: $449,942,478
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $260,506,898 | 4.8% |
| Public Funds | $765,239,013 | 14.1% |
| Municipal Bonds | $341,915,304 | 6.3% |
| Cash | $341,915,304 | 6.3% |
| Corporate - Investment Grade | $542,722,704 | 10.0% |
| Equity - OTC | $1,020,318,684 | 18.8% |
| Corporate - Non-Investment Grade | $1,145,144,905 | 21.1% |
| Other | $1,009,464,228 | 18.6% |
| Total | $5,427,227,040 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX CAPITAL VERTEX | FOCUS MERIDIAN | CRU9ZLREF | YRWDD | 11.97% | $83,725,382 |
| RIDGE FUSION | HARBOR ALPHA | 61CL6M2RI | PVH | 3.00% | $8,720,977 |
| FOUNDATION ATLAS | HORIZON VITAL | 6WLL929QM | PUS | 8.81% | $76,771,283 |
| PIONEER RIDGE | DELTA HORIZON | E1BTKIEUX | MNG | 3.08% | $36,011,717 |
| OPTIMA MERIDIAN | PEAK INSIGHT | FLTLPQ2BM | ICET | 9.91% | $104,760,768 |
| UNISON EMBER MERIDIAN | ZENITH VALUE | OHDXASX24 | FPULH | 3.88% | $77,926,138 |
| BRIDGE ATLAS QUANTUM | NORTH PIONEER | VYDXQAAP9 | CHF | 12.22% | $110,986,080 |
| OAK GLACIER | VERTEX PATHWAY | RO4XSF7YZ | UAI | 2.62% | $68,480,221 |