Asset ManagerRIA · CRD 147416SEC-Registered

Updated:

Ameritime

Ameritime, LLC is an SEC-registered investment adviser in Olathe, KS. It has 13 employees and 12 registered investment advisers. The firm is based in Kansas.

Ameritime

Ameritime, LLC is an SEC-registered investment adviser in Olathe, KS. It has 13 employees and 12 registered investment advisers. The firm is based in Kansas.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Olathe

Corporate office

New York, NY, United States

Frequently asked questions

What regulatory standard does Ameritime operate under?

As a registered investment advisor (RIA), Ameritime is a fiduciary, legally required to act in its clients' best interests and disclose material conflicts. This is a higher standard than the suitability rule applied to broker-dealers.

What types of assets does Ameritime invest in?

Ameritime invests client capital in publicly traded securities, primarily individual equities, bonds, mutual funds, and ETFs. The firm does not appear to participate in private equity, venture capital, or direct real estate deals.

Does Ameritime manage separate accounts or only offer model portfolios?

The firm typically constructs customized separate account portfolios rather than offering only pre-set model portfolios, tailoring asset allocation to individual client retirement timelines and liquidity needs.

Who is the firm's primary client base?

Ameritime primarily serves mass-affluent individuals, professionals, and pre-retirees seeking structured financial planning and investment management, not an exclusive set of ultra-high-net-worth families or institutional allocators.

Is Ameritime structured as a family office?

No. Ameritime is an independent RIA serving multiple external clients. It lacks the hallmark features of a family office, such as a dedicated single-family wealth origin, intergenerational tax planning for a single patriarch, and exclusive concierge services.

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