ASK Capital Investment Managers
Firm details
- Headquarters
- Amarillo, Texas
- CRD number
- 287711
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.97%
- Individuals20.03%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ASK Capital Investment Managers is an independent, individually owned registered investment adviser structured as an LLC. The firm bills clients as a percentage of assets under management and focuses on portfolio management for individuals and small businesses, while also engaging in selection of other advisers. It identifies as a capital allocator and serves a client base composed primarily of individuals and families. ASK does not market itself as an ESG-focused manager, and it is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2Walter Mcneer
CCOCRD 4033522
Kate Pacheco
Investment Advisor RepresentativeCRD 7824149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Amarillo, TX
Potter
Location
Amarillo, TX
Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.
- Metro area
- Amarillo-Pampa-Borger, TX
- Region
- South
- County
- Potter
- Address
- 600 S Tyler St
- Time zone
- CT (UTC-6)
- Office locations
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