{
  "path": "/advisors/tx/amarillo",
  "url": "https://advisorcensus.com/advisors/tx/amarillo",
  "page_type": "metro",
  "title": "Financial advisors in Amarillo, TX",
  "filters": {},
  "scope_total": 13,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Amarillo, TX?",
      "a": "AdvisorCensus lists 13 investment advisory firms with a principal office in the Amarillo metro area, from Form ADV filings as of October 2026: 2 SEC-registered, 10 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Amarillo, TX?",
      "a": "3 of the 13 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Amarillo, TX offer financial planning?",
      "a": "5 of the 12 firms in Amarillo, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Amarillo, TX fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 3 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 13 investment advisory firms with a principal office in the Amarillo metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Amarillo has 13 investment advisory firms with a principal office in the metro area as of October 2026: 2 SEC-registered, 10 state-registered, and 1 exempt reporting adviser. 3 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 8 report under $100 million in regulatory assets under management. The metro area has 103,062 households, 8,604 of them with income of $200,000 or more, or 662 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Amarillo, TX: 13 firms from Form ADV filings as of October 2026.",
  "total_firms": 13,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 2,
    "state": 10,
    "exempt": 1
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 3
    },
    {
      "code": "percentage_of_aum",
      "count": 11
    },
    {
      "code": "hourly",
      "count": 4
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 4
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 4
    },
    {
      "code": "5_to_9",
      "count": 5
    },
    {
      "code": "10_to_19",
      "count": 1
    },
    {
      "code": "20_plus",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 5
    },
    {
      "code": "25m_100m",
      "count": 3
    },
    {
      "code": "100m_500m",
      "count": 2
    },
    {
      "code": "500m_1b",
      "count": 0
    },
    {
      "code": "1b_5b",
      "count": 0
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 285180,
      "name": "Adams Wealth Management",
      "name_as_filed": "ADAMS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/adams-wealth-management-amarillo-tx-285180",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290280,
      "name": "Applied Investment Strategies Capital LP",
      "name_as_filed": "APPLIED INVESTMENT STRATEGIES CAPITAL LP",
      "url": "https://advisorcensus.com/firm/applied-investment-strategies-capital-lp-amarillo-tx-290280",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 287711,
      "name": "ASK Capital Investment Managers",
      "name_as_filed": "ASK CAPITAL INVESTMENT MANAGERS",
      "url": "https://advisorcensus.com/firm/ask-capital-investment-managers-amarillo-tx-287711",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338691,
      "name": "Blue Horizon Investments LLC",
      "name_as_filed": "BLUE HORIZON INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/blue-horizon-investments-llc-amarillo-tx-338691",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306038,
      "name": "Double Seven Wealth Group, LLC",
      "name_as_filed": "DOUBLE SEVEN WEALTH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/double-seven-wealth-group-llc-amarillo-tx-306038",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114306,
      "name": "Economic Leads",
      "name_as_filed": "ECONOMIC LEADS",
      "url": "https://advisorcensus.com/firm/economic-leads-amarillo-tx-114306",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 31,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124490,
      "name": "Gilliland Investment Management, Inc.",
      "name_as_filed": "GILLILAND INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/gilliland-investment-management-inc-canyon-tx-124490",
      "city": "Canyon",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330630,
      "name": "Hoyl Wealth Management, LLC",
      "name_as_filed": "HOYL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/hoyl-wealth-management-llc-amarillo-tx-330630",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125974,
      "name": "Kenai Investments, Inc.",
      "name_as_filed": "KENAI INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/kenai-investments-inc-amarillo-tx-125974",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288035,
      "name": "Kitsman Investment Management",
      "name_as_filed": "KITSMAN INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/kitsman-investment-management-amarillo-tx-288035",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109298,
      "name": "Money Methods, Inc.",
      "name_as_filed": "MONEY METHODS, INC.",
      "url": "https://advisorcensus.com/firm/money-methods-inc-amarillo-tx-109298",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 41,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282842,
      "name": "Spring Capital Management",
      "name_as_filed": "SPRING CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/spring-capital-management-amarillo-tx-282842",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288435,
      "name": "Toro Bravo Investment Advisors, LLC",
      "name_as_filed": "TORO BRAVO INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/toro-bravo-investment-advisors-llc-amarillo-tx-288435",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "metro": {
      "path": "/advisors/tx/amarillo",
      "label": "Financial advisors in Amarillo, TX"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/tx/amarillo/fee-only",
        "label": "Fee-only financial advisors in Amarillo, TX",
        "firm_count": 3
      },
      {
        "path": "/advisors/tx/amarillo/flat-fee",
        "label": "Flat-fee financial advisors in Amarillo, TX",
        "firm_count": 4
      },
      {
        "path": "/advisors/tx/amarillo/hourly",
        "label": "Hourly financial advisors in Amarillo, TX",
        "firm_count": 4
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/tx/amarillo/for-high-net-worth-individuals",
        "firm_count": 9,
        "label": "Financial advisors for high-net-worth individuals in Amarillo, TX"
      },
      {
        "path": "/advisors/tx/amarillo/for-retirement-plans",
        "firm_count": 3,
        "label": "Financial advisors for retirement plans in Amarillo, TX"
      },
      {
        "path": "/advisors/tx/amarillo/for-businesses",
        "firm_count": 4,
        "label": "Financial advisors for businesses in Amarillo, TX"
      },
      {
        "path": "/advisors/tx/amarillo/for-charities",
        "firm_count": 4,
        "label": "Financial advisors for charitable organizations in Amarillo, TX"
      }
    ],
    "niche_pages": []
  },
  "csv": "https://advisorcensus.com/advisors/tx/amarillo.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  },
  "sec_registrations_12_months": {
    "new_sec_registrations": 1,
    "sec_registered_at_start": 2,
    "per_100_registered": null,
    "national_per_100": 10.11,
    "as_of": "2026-10-01",
    "sentence": "Over the 12 months to October 1, 2026, 1 firm here registered with the SEC as investment advisers.",
    "source": "https://advisorcensus.com/reports/monthly/2026-10"
  }
}