A complete list of active advisors currently associated with Kirk Capital Advisors LLC
Warmer can help you find a great advisor at Kirk Capital Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kirk Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Vienna, VA
| 19
| |
Vienna, VA
| 29
| |
Vienna, VA
| 14
| |
Vienna, VA
| 4
|
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