Miles H Green
Investment adviser representative at Mitchell Capital Management Co
13 yearsExperience
1 stateRegistered in
CFADesignation
$847.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Mitchell Capital Management CoJul 2021 to now
- UnemployedMay 2021 to Jul 2021
- TcuAug 2020 to May 2021
- Mitchell Capital Management CoMay 2020 to Aug 2020
- TcuAug 2019 to May 2020
- Mitchell Capital Management CoMay 2019 to Aug 2019
- TcuAug 2018 to May 2019
- Mitchell Capital Management CoMay 2018 to Aug 2018
- TcuAug 2017 to May 2018
- Mitchell Capital Management CoMay 2017 to Aug 2017
- Blue Valley North High SchoolMay 2013 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Mitchell Capital Management Co
$847.3MAssets managed
331Clients
6Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7736025
- Firm CRD
- 106338