Ask Capital Investment Managers: new SEC registration, $110M AUM, Amarillo, TX

Ask Capital Investment Managers (Amarillo, Texas): new SEC registration, $110M AUM, Amarillo, TX. Its amount of 110 is below the median of 134 (23rd percentile). Dated 40 days ago, it serves as a historical benchmark. Score 70/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

amount: 110 · 23th percentile of 1,149 NewRiaPulse records · 0.8x the median

Free preview: all 10 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.

FieldValue
FirmAsk Capital Investment Managers
Legal nameAsk Capital Investment Managers, LLC
CRD287711
StatusApproved
Registered with the SEC2026-09-25
Latest Form ADV filing2026-08-27
LocationAmarillo, TX, United States
Regulatory AUM$110,445,880
Accounts151
Employees2
amount percentile23th of 1,149 (median 134, 0.8x median)
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  • Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
  • Record date: 2026-09-25
  • Data refreshed: 2026-10-28
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT

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Peer benchmark and outreach value: Ask Capital Investment Managers and 86 Texas peers

  • Texas NewRiaPulse records like this one: 86
  • Ask Capital Investment Managers's amount: 23rd percentile of 1,149 records
  • Timing: Low: older than 30 days
  • Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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70 / 100 Score

  • Registered in the last 60 days.
  • $110M under management.

What is the NewRiaPulse record for Ask Capital Investment Managers in Amarillo, Texas?

Ask Capital Investment Managers received SEC registration as an investment adviser (2026-09-25) with $110,445,880 in regulatory assets under management, based in Amarillo, TX.

How does Ask Capital Investment Managers compare to other Texas NewRiaPulse records?

Its amount of 110 is below the median (23th percentile); smaller records often move faster and face less competition. It is 40 days old, still within a typical 45-day follow-up window. Its Score of 70/100 puts it among the stronger signals in this feed.

Ask Capital Investment Managers vs. top 3 peers

OrganizationLocationAmountPercentileRecord date
Ask Capital Investment ManagersAmarillo, TX11023rd2026-09-25
Cs Tomasi Wealth ManagementCosta Mesa, CA11023rd2026-09-15
Legacy Partners Financial Group, LLCWoodstock, GA10820th2026-09-29
Wealthlynk, INC.Fallbrook, CA11227th2026-09-16

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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