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| Happy Holidays!! thanks for using AUM13F!! |
| Kirk Capital Advisors LLC
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| CRD # | 312401 |
| SEC # | 801-128175 |
| CIK # | |
| AUM | $179.2 M (2025-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 888-340-5475 |
| Address | 8229 Boone Blvd Vienna, VA 22182 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 13.6 |
| (b) Individuals (high net worth individuals) | 88 | 165.3 |
| (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 | 400 | 179.2 |
| By Discretionary | ||
| Discretionary | 400 | 179.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 400 | 179.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.2 | |
| Total | 400 | 179.2 |
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|---|---|---|
|
Blong Financial LLC
✚
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TN | 0.2 |
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Flagship Capital Management Inc
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PA | 0.2 |
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MS | 0.2 |
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0.2 | |
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Oaktree Advisors LLC
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PA | 0.2 |
|
Catherine Avery Investment Management LLC
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FL | 0.2 |
|
J2 Capital Management Inc
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|
MI | 0.2 |
|
Garland Capital Management Inc
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WA | 0.2 |
|
White Knight Strategic Wealth Advisors LLC
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|
NJ | 0.2 |
|
Planning Works Advisory Inc
✚
|
TX | 0.2 |