KIRK CAPITAL ADVISORS LLC
Adviser information for KIRK CAPITAL ADVISORS LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 255 | $149.7M |
Non-Discretionary | 0 | $0 |
Total | 255 | $149.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 10 | $441,000 |
HNW Individuals | 76 | $149.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $303,000 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly charges |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 76.4M |
Portfolio Manager to Program | Sponsor |
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KIRK CAPITAL ADVISORS LLC WRAP FEE PROGRAM | KIRK CAPITAL ADVISORS LLC |
Identifiers
SEC RIA File Number | 801-128175 |
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SEC ERA File Number | 801-128175 |
SEC CIK Numbers | None |
SEC CRD Numbers | 312401 |
Legal Entity Identifier | None |
Principal Office
11350 RANDOM HILLS RDSUITE 800
FAIRFAX
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 888.340.5475, Fax: None
Chief Compliance Officer
W. KIRK TAYLOR
MANAGING MEMBER
11350 RANDOM HILLS RD
SUITE 800
FAIRFAX
VA
United States
Tel:
888.340.5475
K***@**********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TAYLOR, WILLIAM, KIRK | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 12/2020 | > 75% |