Kirk Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$204,564,596
Clients
135
Advisors
2
of 5 employees
About
Kirk Capital Advisors LLC provides discretionary portfolio management and standalone financial planning to individual and high‑net‑worth clients. The firm also advises on retirement rollovers and may manage certain held‑away retirement assets via third‑party web‑based platforms.
Investment advice is implemented through firm‑developed model portfolios tailored to clients’ risk profiles and is informed by a range of methods, including charting, technical and fundamental analysis, cyclical analysis, and modern portfolio theory. The firm notes it may, in limited circumstances and at client request, use margin, engage in more frequent trading, or recommend private investments to accredited investors.
The brochure discloses that Kirk Capital is not a sponsor of a wrap fee program and describes custody relationships with Pershing and Charles Schwab, including access to Schwab’s institutional services and research. The firm operates with a small advisor team managing a multi‑hundred‑million dollar asset base and is led by a principal whose industry experience predates the firm’s 2021 establishment.
Client services
Expertise
Fee options
$300 per hour for financial planning services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee, may be waived at discretion
Main office
8229 Boone Blvd, Suite 300
Vienna VA 22182
Advisors at this office
2
Most active in
Florida · Indiana · Maryland · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nevin K
Series 66
Vienna, VA
Kirk Capital Advisors LLC
Nevin Kaul is a financial advisor at Kirk Capital Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ategra Capital Management, LLC and 1st Portfolio, Inc. since 2012. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain held-away retirement accounts. The firm employs a mix of modern portfolio theory, fundamental, and technical analysis in its investment approach and sponsors a wrap-fee program with institutional custody relationships.
William T
Series 63, Series 65
Vienna, VA
Kirk Capital Advisors LLC
William Taylor is a financial advisor at Kirk Capital Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kirk Capital Advisors since 2020, following roles at West Financial Services and 1st Portfolio, Inc. He serves as a board member of the Financial Planning Association of the National Capital Area. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing a blend of modern portfolio theory, fundamental, and technical analysis. The firm manages discretionary portfolios and oversees held-away retirement accounts, offering a wrap-fee program with institutional custody through Pershing and Schwab.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)