A complete list of active advisors currently associated with ASK Capital Investment Managers

Warmer can help you find a great advisor at ASK Capital Investment Managers or one who fits your needs even better.

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.

To learn more about the advisors currently working at ASK Capital Investment Managers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Walter Mcneer	Amarillo, TX	26
Kate Pacheco	Amarillo, TX	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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