Fee-only adviser · Amarillo, TX
Kitsman Investment Management
Kitsman Investment Management is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Amarillo, Texas. On its latest Form ADV, filed March 10, 2026, it reports $11M in regulatory assets under management, 14 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 288035 |
| Office | 600 S Tyler ST # 1702 Amarillo, TX 79101 |
| Phone | (806) 322-4825 |
| Website | Not listed |
| Regulatory assets under management | $11M ($1.7M discretionary) |
| Individual clients | 5 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Amarillo
- Money Methods, Inc. Not reported
- Adams Wealth Management $14M
- Toro Bravo Investment Advisors, LLC $31M
- Spring Capital Management $223M
- Ask Capital Investment Managers $110M
- Double Seven Wealth Group, LLC $9.3M
See all 7 fee-only advisers in Amarillo →
Nearby
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