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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-2013
- Office Locations
- 1
Office Locations
About Kirwan Capital
Kirwan Capital, LLC is an independent, fee-only advisory firm providing financial planning, retirement plan guidance, and discretionary portfolio/wealth management for families, individuals, and businesses across the Midwest. Led by President and Portfolio Manager Patrick Kirwan (20+ years trading experience), the firm emphasizes ETF-based portfolio construction and risk management, with custody support including Charles Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $369.1K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PATRICK JAY KIRWAN
Chief Compliance Officer, Manager, President
- CRD
- #2602385
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,837,801 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,837,801 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kirwan Capital has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.