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KIRK CAPITAL ADVISORS LLC
CRD 312401 · SEC 801-128175
8229 BOONE BLVD, SUITE 300, VIENNA, VA, 22182, United States
Phone
888.340.5475
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.9M
Discretionary AUM
$204.9M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $22.9M |
| High net worth individuals | 78 | $181.7M |
| Charitable organizations | 1 | $327K |
States served
IN, MD, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD