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Kirk Capital Advisors LLC

Kirk Capital Advisors LLC. CRD 312401

Kirk Capital Advisors LLC logo

CRD: 312401

Kirk Capital Advisors LLC

Vienna, VA, 22182
8883405475
www.kirkcapitaladvisors.com
$204.9M Total AUM
$204.9M Disc. AUM
-- 3Y CAGR
5 Employees
136 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail and Institutional
Platforms
Ember catalystGlacier +more
Established Date
03-16-2021
Office Locations
1

Office Locations

8229 Boone Blvd Suite 300 Vienna VA

About Kirk Capital Advisors LLC

Kirk Capital Advisors is a Vienna, VA RIA providing multigenerational wealth planning, retirement planning, and customized investment management. Portfolios are built using in-house research across stocks, funds, and ETFs, informed by economic and market trend analysis. The firm also offers executive coaching and business consulting for professionals and entrepreneurs, with custody relationships including Charles Schwab and Pershing. Recognized by Northern Virginia Magazine (2023) and Washingtonian (2022).

Team overview

51 AVG AGE
$51.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age

Insights

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Accredited Investors

Value north

Asset Classes

Prime Beacon crest Matrix Alpha Focus north Bridge vital Legacy meridian

Client Personas

Wave

CRM

Legacy

Custodian

Atlas bridge Catalyst Frontier Eagle Pioneer Glacier Focus Peak Harbor

Investment Themes

Atlas vector North

Investment Vehicles

Timber ember Optima

Platform

Peak Capital

Services

Foundation Timber Delta Pioneer focus Crest signal Capital crest Bridge summit

Technology

Pioneer foundation Fusion ridge Bridge legacy Signal Peak Matrix Pioneer Alpha Oak Frontier Atlas pioneer Ember ridge

Owner & Executives

WILLIAM KIRK TAYLOR

WILLIAM KIRK TAYLOR

Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member

CRD
#1854617
Ownership
75% or more
(360) 688-4783
vital.meridian@harborcapital.com
in linkedin.com/in/meridian-horizon
STEVEN ANDREW TOMISEK

STEVEN ANDREW TOMISEK

Chief Investment Officer, CHIEF OPERATING OFFICER

CRD
#5733717
Ownership
10% but less than 25%
(321) 639-2086
legacy.focus@summitcapital.com
in linkedin.com/in/value-signal

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Contacts

N

NEVIN KAUL

--

CRD
#5008408
(348) 986-7205
unison.prime@vectorcapital.com
in linkedin.com/in/radial-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-01-2023
12-19-2024
03-25-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $204,891,142 $510,950
Non-Discretionary $0 --
Total $204,891,142 $510,950

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Separately Managed Accounts

Total SMA Asset: $204,891,142

$204.9M Total SMA
Equity - Exchange:
10.0%
Public Funds:
30.7%
Cash:
17.2%
Corporate - Investment Grade:
11.1%
Private Funds:
14.4%
U.S. Government/Agency:
16.6%
Asset class Assets Assets %
Equity - Exchange $190,670,247 10.0%
Public Funds $585,357,658 30.7%
Cash $327,952,824 17.2%
Corporate - Investment Grade $211,643,974 11.1%
Private Funds $274,565,155 14.4%
U.S. Government/Agency $316,512,610 16.6%
Total $1,906,702,468 100.0%

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