# Philip Kernen

> Philip Kernen is a fee-only financial advisor at Mitchell Capital Management in Leawood, Kansas, who holds the CFA credential. Philip charges a percentage of assets and focuses on family wealth transfer.

Page: https://find.wellspent.co/advisors/philip-kernen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mitchell Capital Management
- **Based in:** Leawood, Kansas
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $847.3M across 876 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5655685 (https://adviserinfo.sec.gov/individual/summary/5655685)
- **SEC registration:** Investment adviser representative in KS
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.mitchcap.com

## Frequently asked questions

### Is Philip Kernen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip 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 Philip charge for financial advice?

Philip charges a percentage of assets.

### Where is Philip Kernen based?

Philip Kernen is based in Leawood, Kansas.

### What does Philip specialize in?

Philip's specialties include family wealth transfer. Philip works with multi-generational families.

### What credentials does Philip Kernen hold?

Philip Kernen holds the CFA credential.

### Is Philip Kernen registered with the SEC?

Yes. Philip Kernen is registered as an investment adviser representative in KS (CRD 5655685), 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 Philip Kernen?

Through Philip's website, www.mitchcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5655685): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mitchcap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.