Miles Green
Mitchell Capital Management · Leawood, Kansas
Miles Green is a fee-only financial advisor at Mitchell Capital Management in Leawood, Kansas, who holds the CFA credential. Miles charges a percentage of assets and focuses on family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Mitchell Capital Management |
|---|---|
| Based in | Leawood, Kansas |
| Fee model | Percentage of assets |
| Assets under management | $847.3M across 876 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KS · CRD 7736025 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.mitchcap.com |
How Miles's firm compares
- Mitchell Capital Management's average account is about $967,000, from its Form ADV (assets managed divided by 876 accounts).
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Questions about Miles
Is Miles Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miles holds no broker registration, and Mitchell Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Miles charge for financial advice?
Miles charges a percentage of assets.
Where is Miles Green based?
Miles Green is based in Leawood, Kansas.
What does Miles specialize in?
Miles's specialties include family wealth transfer. Miles works with multi-generational families.
What credentials does Miles Green hold?
Miles Green holds the CFA credential.
Is Miles Green registered with the SEC?
Yes. Miles Green is registered as an investment adviser representative in KS (CRD 7736025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mitchell Capital Management manage?
Mitchell Capital Management reports $847.3M across 876 accounts in assets under management.
How do I contact Miles Green?
Through Miles's website, www.mitchcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mitchell Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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