Kitsman Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,564,183
Clients
14
Advisors
1
of 1 employees
About
Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit‑sharing plans. The firm delivers those services through a wrap‑fee program and direct portfolio management to a small client base with roughly $11.1 million in assets under advisement.
The firm combines fundamental and technical analysis and typically implements longer‑term purchase strategies while monitoring holdings relative to benchmarks. For retirement plans it offers ERISA 3(21) non‑discretionary fiduciary services — including Investment Policy Statement development, investment lineup selection and monitoring, participant education, and annual fiduciary reviews.
What distinguishes the firm from most solo independent RIAs is that it sponsors a wrap‑fee program and maintains a client roster that includes pension and profit‑sharing plans, with the majority of AUM managed on a non‑discretionary basis. The sole adviser also maintains broker‑dealer and insurance licenses and discloses the potential conflicts that arise from commissionable securities or insurance sales, with custodial and fee‑processing handled by third‑party providers as described in the brochure.
Client services
Expertise
Fee options
$0 - $749,999.99: 1.50% $750,000+: 1.00%
Account minimum: $50,000 (may be negotiable)
Main office
600 S Tyler St # 1702
Amarillo TX 79101
Advisors at this office
1
Most active in
Texas
Also doing business as
Cbyrdk, LLC · Kitsman Investment Management
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.
Forms ADV
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