M
Mitchell Kramer Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Mitchell Kramer Advisors LLC offers portfolio management and financial planning to a range of clients — including individuals, high‑net‑worth individuals, charitable organizations and business entities — though the firm reports no assets under management as of its initial Form ADV filing. It provides both discretionary and non‑discretionary portfolio management, creates an Investment Policy Statement for each client, and charges asset‑based management fees for ongoing services while also offering hourly financial planning.
The firm’s investment process draws on multiple analysis methods (fundamental, technical, quantitative, charting, cyclical and modern portfolio theory) and may employ long‑ and short‑term strategies, including margin, options and short sales; it primarily recommends blue‑chip equities but also uses mutual funds, ETFs, fixed income, annuities and other instruments. Portfolio decisions are implemented to reflect documented client objectives and risk tolerances, and accounts are reviewed at least quarterly.
Noteworthy distinctions include that the firm’s principal maintains an active insurance practice and is licensed to sell insurance and annuity products, with commissions for those sales disclosed as a potential conflict of interest that the firm says it will manage through disclosure and internal review. The firm also uses an hourly fee option for financial planning — a less common fee model for investment‑manager firms — requires clients to custody assets at a specified custodian platform (Schwab Institutional), and is a newly formed advisor with no prior ADV filings.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Annuities
Fee options
1.50% annually
$100 per hour (negotiable)
Main office location
Mitchell Kramer Advisors LLC
Sullivan MO, United States
Number of offices
1
Most active in
Mitchell Kramer Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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