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| Keyboard |
| Kirk Capital Advisors LLC
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|---|---|
| CRD # | 312401 |
| SEC # | 801-128175 |
| CIK # | |
| AUM | 204.9 M (2026-03-31) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 888-340-5475 |
| Address | 8229 Boone Blvd Vienna, VA 22182 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 22.9 |
| (b) Individuals (high net worth individuals) | 78 | 181.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 204.9 |
| By Discretionary | ||
| Discretionary | 401 | 204.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 204.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.9 | |
| Total | 401 | 204.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ADC Wealth Management LLC
✚
|
NY | 206.1 M |
|
Safebridge LLC
✚
|
205.3 M | |
|
Chesapeake Investment Management LLC
✚
|
VA | 205.0 M |
|
Mittelman Wealth Management LLC
✚
|
204.6 M | |
|
Royal Capital Wealth Management LLC
✚
|
204.2 M | |
|
Gehrig Capital Management Inc
✚
|
IN | 203.9 M |
|
Moler Capital Management LLC
✚
|
203.8 M | |
|
Up North Financial LLC
✚
|
MI | 203.8 M |
|
Element Squared LLC
✚
|
MN | 203.5 M |
|
Kahala Financial Advisors LLC
✚
|
HI | 203.4 M |