Kirwan Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,895,324
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
69
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
Very HighAverage account size
$360,802
About
Kirwan Capital provides discretionary portfolio management through separately managed advisory accounts and offers financial planning and consultation under written agreements. The firm serves individuals (including high‑net‑worth clients), charitable institutions, and also lists corporations and other businesses among its client types.
Investment management is guided by a fundamental, intrinsic value philosophy for individual stock accounts and a low‑cost asset‑allocation approach for ETF accounts, with a stated long‑term horizon of three to five years. The brochure notes the use of fundamental analysis and occasional use of margin and options, and indicates tax considerations and individual portfolio tailoring are taken into account.
The firm’s brochure specifically lists corporate and business clients (Item 7), which is less common for single‑advisor independent firms, and it describes procedures for providing written communications—such as summaries of material changes within 120 days and forwarding periodic account statements—to clients. The materials also disclose the use of hypothetical performance in firm communications and the circulation of periodic written materials, practices that prospective clients may want to review further given their relative rarity among peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Passive / index investing
Options & derivatives strategies
Fee options
$0 - $249,999: 1.60% $250,000 - $499,999: 1.32% $500,000 - $999,999: 1.12% $1,000,000+: 1.00%
Financial planning fees are negotiable and vary depending on type and complexity; specific hourly rates not stated.
Account minimum: $25,000
Main office location
Kirwan Capital
St. Joseph MO, United States
Number of offices
1
Most active in
Kirwan Capital has reported serving >5 clients in these states in the last 12 months.
Missouri · Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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