Ask Capital Investment Managers provides portfolio management for individuals and small businesses and selecting other managers.
Ask Capital Investment Managers reports 100 clients. They include 77 individual clients and 23 high-net-worth individuals. Of its assets, 100.0% ($110M across 151 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $331M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 20% |
| High-net-worth individuals | 23% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 77 | $22.1M | 20.0% | $287K |
| High-net-worth individuals | 23 | $88.3M | 80.0% | $3.84M |
| Total | 100 | $110M | 100% | $1.1M |
- Clients
- 77
- Regulatory AUM
- $22.1M
- AUM share
- 20.0%
- Avg. per client
- $287K
- Clients
- 23
- Regulatory AUM
- $88.3M
- AUM share
- 80.0%
- Avg. per client
- $3.84M
Total
- Clients
- 100
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $1.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ask Capital Investment Managers charges 1.00%–2.00% a year for its ASK Wrap Fee Program. The fee is billed in arrears and is negotiable.
Fee details and sources
It has 2 employees.
Leadership
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
Besides its headquarters, Ask Capital Investment Managers has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 600 S. Tyler St., Ste. 1515, AmarilloHQ
Contact and registration details
- Legal name
- Ask Capital Investment Managers, LLC
- Headquarters
- 600 S. Tyler St., Ste. 1515, Amarillo, TX 79101
- Website
- Not reported
- Phone
- 806-322-7526
- SEC file
- 801-137369
- Structure
- Texas LLC
- Fiscal year end
- December
Ask Capital Investment Managers does not have custody of client assets.
At year end, Ask Capital Investment Managers’ separately managed accounts were mostly in stocks (94%).
What the accounts hold
- Stocks94%
- Bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Ask Capital Investment Managers have?
Ask Capital Investment Managers has 100 clients and manages $110 million for them, as of August 2026. They include 77 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Ask Capital Investment Managers offer?
Ask Capital Investment Managers provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ask Capital Investment Managers charge?
Ask Capital Investment Managers charges 1.00%–2.00% a year for its ASK Wrap Fee Program. The fee is billed in arrears and is negotiable.
How many financial advisors does Ask Capital Investment Managers have?
Ask Capital Investment Managers has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ask Capital Investment Managers invest in?
At the end of its last fiscal year, Ask Capital Investment Managers’ separately managed accounts held 94% exchange-traded equities, 3% U.S. government and agency bonds, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Ask Capital Investment Managers get paid?
Ask Capital Investment Managers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ask Capital Investment Managers?
Ask Capital Investment Managers’ main office is at 600 S. Tyler St., Ste. 1515, Amarillo, TX 79101. Its phone number is 806-322-7526.