Fee-OnlyFinder

% of assets managed in Amarillo, TX

8 advisers in Amarillo offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 8

Adams Wealth Management600 S. Tyler St., Suite 2100 · Amarillo, TX 79101 · (806) 414-5494 · Financial planningCRD 285180 · % of assets · $13.6 million AUMState registeredNo commissions reportedAsk Capital Investment Managers600 S. Tyler St., Ste. 1515 · Amarillo, TX 79101 · (806) 322-7526 · % of assets managedCRD 287711 · % of assets · $110.4 million AUMSEC registeredNo commissions reportedDouble Seven Wealth Group, LLC801 S. Fillmore Street, Suite 405 · Amarillo, TX 79101 · (806) 680-6399 · Hourly feesCRD 306038 · % of assets, Hourly charges · $9.3 million AUMState registeredNo commissions reportedHoyl Wealth Management, LLC2620 South Kentucky Street · Amarillo, TX 79109 · (806) 371-9473 · Financial planningCRD 330630 · % of assets · $24.1 million AUMState registeredNo commissions reportedKenai Investments, INC.2700 S Western St., Suite 900 · Amarillo, TX 79109 · (806) 359-3100 · % of assets managedCRD 125974 · % of assets · $64.0 million AUMState registeredNo commissions reportedKitsman Investment Management600 S Tyler St # 1702 · Amarillo, TX 79101 · (806) 322-4825 · % of assets managedCRD 288035 · % of assets · $11.1 million AUMState registeredNo commissions reportedSpring Capital Management600 S. Tyler, Suite 1515 · Amarillo, TX 79101 · (806) 322-5000 · % of assets managedCRD 282842 · % of assets · $223.0 million AUMSEC registeredNo commissions reportedToro Bravo Investment Advisors, LLC3418 Olsen Blvd, Suite a · Amarillo, TX 79109 · (806) 359-7766 · Flat / fixed feesCRD 288435 · % of assets, Fixed fees · $31.5 million AUMState registeredNo commissions reported