Overview
Assets Under Management: $150 million
Headquarters: VIENNA, VA
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
KIRK CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312401), KIRK CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
KIRK CAPITAL ADVISORS LLC is headquartered in VIENNA, VA.
KIRK CAPITAL ADVISORS LLC serves 88 high-net-worth clients according to their SEC filing dated December 19, 2024. View client details ↓
According to their SEC Form ADV, KIRK CAPITAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
KIRK CAPITAL ADVISORS LLC manages $150 million in client assets according to their SEC filing dated December 19, 2024.
According to their SEC Form ADV, KIRK CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 255
Discretionary Accounts: 255
Regulatory Filings
CRD Number: 312401
Last Filing Date: 2024-12-19 00:00:00
Website: https://kirkcapitaladvisors.com