ASK Capital Investment Managers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ASK Capital Investment Managers serves individual and high net worth clients, offering discretionary portfolio management through its ASK Wrap Fee Program. The firm reports discretionary assets under management of approximately $110.4 million and states it does not require a minimum account opening balance.
The firm provides investment advice through its registered investment adviser representatives and conducts at least annual reviews of client accounts; it represents that it acts as an ERISA fiduciary and follows impartial conduct standards for retirement accounts. In its wrap program ASK directs clients to use a specified custodian and may receive brokerage and research services from that custodian, which the firm says are overseen by its compliance officer.
ASK is notable among peers for sponsoring its own wrap fee program, a structure relatively uncommon for firms of this size. The firm is a small, long-established advisory practice (founded in 2010) with a compact advisory team that includes a CFP® designee and an adviser with an extended background outside the securities industry, and it completed SEC registration in 2026.
Client services
Expertise
Main office
600 S. Tyler St., Ste. 1515
Amarillo TX 79101
Advisors at this office
2
Most active in
Texas
Also doing business as
Ask Capital Investment Managers · Ask Capital Investment Managers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kate P
Series 65
Amarillo, TX
ASK Capital Investment Managers
Kate Pacheco is a financial advisor at ASK Capital Investment Managers in Amarillo, TX, holding a Series 65 designation with two years of industry experience. Prior to joining ASK Capital, she worked for the Amarillo Independent School District for 14 years. Outside of her advisory role, she is vice president of HAAS Enterprises, a restaurant business. ASK Capital Investment Managers serves individual and high net worth clients, offering discretionary portfolio management through its ASK Wrap Fee Program. The firm manages approximately $110.4 million in discretionary assets and does not require a minimum account balance.
Walter M
CFP®, Series 63
Amarillo, TX
ASK Capital Investment Managers
Walter Mcneer is a CFP® professional with 26 years of experience in the financial industry. He is currently with ASK Capital Investment Managers, where he has worked since 2017, and has prior experience with Spring Capital Management, Purshe Kaplan Sterling Investments, and Argentus Advisors. Outside of his advisory role, Mcneer owns and operates ASK Farm, LLC, an agricultural business. ASK Capital Investment Managers serves individual and high net worth clients through its ASK Wrap Fee Program, offering discretionary portfolio management without a minimum account balance. The firm acts as an ERISA fiduciary and maintains regular client account reviews, distinguishing itself by sponsoring its own wrap fee program.
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