RIA Intel›Advisers›Michigan›KROON & MITCHELL ASSET MANAGEMENT LLC

KROON & MITCHELL ASSET MANAGEMENT LLC

Advisory

N·GRAND RAPIDS, MI

Data as of Mar 28, 2026 · Source: SEC Form ADV

Total AUM

$221M

1-Year AUM Growth

+38.3%

3-Year CAGR

+11.3%

Employees

3

Assets Under Management

Total AUM$221M

Discretionary AUM$220M

Non-Discretionary AUM$756K

Discretionary %99.7%

Total Clients304

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)-60.0%

Filing History

Total Filings on Record14

First FilingMay 27, 2022

Latest FilingMar 28, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KROON & MITCHELL ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.