Kate Pacheco is a registered investment advisor at Ask Capital Investment Managers, based in Amarillo, TX, with 2 years of industry experience. Kate operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 100 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASK Capital Investment Managers provides investment management through a bundled wrap fee program. The specific fee schedule is detailed in a separate regulatory document called the wrap fee program brochure. The firm does not charge performance-based fees and does not require a minimum account opening balance.
Location
600 S. Tyler St., Ste. 1515, Amarillo, TX, 79101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kate owns rental properties through KMP LLC since 2022, spending minimal time on administrative tasks. Kate is also Vice President of HAAS Enterprises, a restaurant, since 2018, dedicating minimal time to administrative tasks.
Employment History
Current Registrations
Ask Capital Investment Managers
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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