Data / Investment advisers / Michigan / Kroon & Mitchell Asset Management LLC
Kroon & Mitchell Asset Management LLC, Grand Rapids, MI: $221 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kroon & Mitchell Asset Management LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $221 million in regulatory assets under management in its Form ADV filed March 28, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Kroon & Mitchell Asset Management LLC (CRD number 168120): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 168120
- SEC file number
- 801-125974
- SEC status
- Approved, effective June 28, 2022
- Main office
- 29 Pearl Street NW Ste 400, Grand Rapids, MI 49503
- Phone
- (616) 356-2002
- Regulatory AUM
- $220,910,638 in the Form ADV filed March 28, 2026
- Discretionary AUM
- $220,154,378
- Non discretionary AUM
- $756,260
- Accounts
- 729
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 156 | $165.7 million |
| High net worth individuals | 47 | $55.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $220.9 million | March 28, 2026 |
| December 1, 2025 | $192.7 million | May 19, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Family Capital Management | Grand Rapids | $435.1 million | Not listed | adviserinfo.sec.gov |
| Blue Water Asset Management | Grand Rapids | $428.5 million | Not listed | adviserinfo.sec.gov |
| Auxo Investment Partners, LLC | Grand Rapids | $412 million | 12 | adviserinfo.sec.gov |
| Bemanaged | Grand Rapids | $410 million | Not listed | adviserinfo.sec.gov |
| DS Investment Advisors | Grand Rapids | $386.1 million | Not listed | adviserinfo.sec.gov |
| AI Alpha LLC | Grand Rapids | $200 million | Not listed | adviserinfo.sec.gov |
| Schwallier Wealth Management | Grand Rapids | $197 million | Not listed | adviserinfo.sec.gov |
| Advisory Advocates LLC | Grand Rapids | $158.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Kroon & Mitchell Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.