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S.W. MITCHELL CAPITAL LLP

LONDON, United Kingdom · CRD 163494 · IAPD ↗ · swmitchellcapital.com · 020 7290 3588

$3.13BRegulatory AUM
2Advisory reps
7Employees
1Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

42
July 2026 — S.W. MITCHELL CAPITAL LLP reported RAUM up 60% ($1.96B -> $3.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2024 — S.W. MITCHELL CAPITAL LLP crossed $1B in regulatory AUM ($780.1M -> $1.95B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.