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Kirwan Capital

Kirwan Capital. CRD 165716

Kirwan Capital logo

CRD: 165716

Kirwan Capital

St. Joseph, MO
4022120519
$25.8M Total AUM
$25.8M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
01-07-2013
Office Locations
1

Office Locations

-- St. Joseph MO

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.

Team overview

-- AVG AGE
$25.8M AVG AUM / ADVISOR
$369.1K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Client Personas

Quantum

Custodian

Atlas North

Investment Themes

Element prime Crest

Investment Vehicles

Element

Services

Vector Glacier Atlas pioneer Optima Oak

Owner & Executives

P

PATRICK JAY KIRWAN

Chief Compliance Officer, Manager, President

CRD
#2602385
Ownership
75% or more
(242) 916-6411
vital.vital@ridgecapital.com
in linkedin.com/in/north-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$25.8M Total SMA
Equity - Exchange:
26.9%
Public Funds:
39.2%
Cash:
33.9%
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%

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