K
Kitsman Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,118,451
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
14
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$794,175
About
Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit‑sharing plans. The firm delivers those services through a wrap‑fee program and direct portfolio management to a small client base with roughly $11.1 million in assets under advisement.
The firm combines fundamental and technical analysis and typically implements longer‑term purchase strategies while monitoring holdings relative to benchmarks. For retirement plans it offers ERISA 3(21) non‑discretionary fiduciary services — including Investment Policy Statement development, investment lineup selection and monitoring, participant education, and annual fiduciary reviews.
What distinguishes the firm from most solo independent RIAs is that it sponsors a wrap‑fee program and maintains a client roster that includes pension and profit‑sharing plans, with the majority of AUM managed on a non‑discretionary basis. The sole adviser also maintains broker‑dealer and insurance licenses and discloses the potential conflicts that arise from commissionable securities or insurance sales, with custodial and fee‑processing handled by third‑party providers as described in the brochure.
Client services
Portfolio management
Expertise
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $749,999.99: 1.50% $750,000+: 1.00%
Account minimum: $50,000 (may be negotiable)
Main office location
Kitsman Investment Management
600 S Tyler St # 1702
Amarillo TX 79101, United States
Number of offices
1
Most active in
Kitsman Investment Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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