K
CRD: 288035
Kitsman Investment Management
Amarillo, TX, 79101
8063224825
$11.1M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2017
- Office Locations
- 1
Office Locations
600 S Tyler ST # 1702 Amarillo TX
About Kitsman Investment Management
Kitsman Investment Management is a Amarillo-based RIA. The firm has been operating for 9 years. Managing $11.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$11.1M AVG AUM / ADVISOR
$694.9K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Pathway
Client Personas
Glacier
Investment Themes
Foundation Harbor radial
Investment Vehicles
Radial delta
Platform
Signal
Services
Delta quantum Harbor Signal Radial meridian
Owner & Executives
C
CHARLES BYRD KITSMAN
Chief Compliance Officer, Managing Member
- CRD
- #1000090
- Ownership
- 75% or more
(324) 680-6726
beacon.beacon@bridgecapital.com
in linkedin.com/in/foundation-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,701,642 | -- |
| Non-Discretionary | $9,416,809 | -- |
| Total | $11,118,451 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,118,451
Equity - Exchange:
53.3% Cash:
20.5% Public Funds:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,543,930,787 | 53.3% |
| Cash | $1,363,050,303 | 20.5% |
| Public Funds | $1,742,044,777 | 26.2% |
| Total | $6,649,025,867 | 100.0% |