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 $98M 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 wrap fee program. Details on the fees can be found in the wrap fee brochure. They may also recommend third-party money managers, in which case ASK does not charge a fee but receives a portion of the fee charged by the third-party manager.
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
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