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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.
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Owner & Executives
PATRICK JAY KIRWAN
Chief Compliance Officer, Manager, President
- CRD
- #2602385
- Ownership
- 75% or more
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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
Total SMA Asset: $25,837,801
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $398,276,122 | 26.9% |
| Public Funds | $580,387,509 | 39.2% |
| Cash | $501,916,749 | 33.9% |
| Total | $1,480,580,380 | 100.0% |