Brandon
Reed

Mitchell Capital Management Co

CRD#6288396
Investment Advisor
in Leawood, KS

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About this Advisor

Brandon Reed is a financial advisor working out of Leawood, Kansas, with 5 years of industry experience. Reed is on the advisory team at Mitchell Capital Management Co. Reed has gained experience at See Our Solutions Inc, Zemenick & Walker, Inc, Saint Louis University, Heartland Bank, Mitchell Capital Management Co and Hightower Advisors LLC. Reed has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Kansas. Mitchell Capital Management Co is a registered investment business operating out of Leawood, KS. It administers $661 million in assets under management between its 707 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 707 accounts, 38% are held by high-net-worth clients who have greater than $1 million in assets. Mitchell Capital Management Co performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically are based on which services are provided. Fees charged by Mitchell Capital Management Co typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

11460 Tomahawk Creek Parkway Suite 410
Leawood, KS 66211-7822

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Mitchell Capital Management Co Brokerage Details

Total Assets Under Management

$661,286,384

KS Average: $2,243,162,756
Total Number of Employees

11

KS Average: 44
Total Number of Accounts

707

KS Average: 4,091
Average Account Size

$935,341

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Brandon Reed Work History

Brandon has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Hightower Advisors LLC

2016 - 2021 (5 years)

Mitchell Capital Management Co

2014 - 2016 (2 years)

Zemenick & Walker, Inc

2013 - 2014 (1 year)

Saint Louis University

2013 - 2013 (< 1 year)

Heartland Bank

2011 - 2013 (2 years)

See Our Solutions Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Reed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mitchell Capital Management Co

Brandon Reed
Leawood, KS
Philip Kernen
Leawood, KS
Christen Dusselier
Leawood, KS
Jonn Wullschleger
Leawood, KS
Janet Rowe
Leawood, KS
Kenneth Green
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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