A
CRD: 287711
ASK Capital Investment Managers
Amarillo, TX, 79101
8063227526
$98.1M Total AUM
$98.1M Disc. AUM
-- 3Y CAGR
2 Employees
100 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2017
- Office Locations
- 1
Office Locations
600 S. Tyler St. Ste. 1515 Amarillo TX
About ASK Capital Investment Managers
ASK Capital Investment Managers is a Amarillo-based RIA. The firm has been operating for 9 years. Managing $98.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$49.0M AVG AUM / ADVISOR
$980.5K AVG AUM / CLIENT
6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Client Personas
Momentum
Investment Themes
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Investment Vehicles
Summit meridian
Services
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Owner & Executives
WALTER WAYNE MCNEER
Chief Compliance Officer, Manager
- CRD
- #4033522
- Ownership
- 50% but less than 75%
(438) 569-5315
harbor.signal@beaconcapital.com
in linkedin.com/in/north-element
Kate McNeer Pacheco
VICE PRESIDENT
- CRD
- #7824149
- Ownership
- 5% but less than 10%
(215) 262-9194
meridian.element@elementcapital.com
in linkedin.com/in/crest-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,052,784 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,052,784 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,052,784
Equity - Exchange:
25.4% U.S. Government/Agency:
18.6% Corporate - Investment Grade:
56.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $431,244,700 | 25.4% |
| U.S. Government/Agency | $315,793,363 | 18.6% |
| Corporate - Investment Grade | $950,775,717 | 56.0% |
| Total | $1,697,813,780 | 100.0% |