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KIRK CAPITAL ADVISORS LLC

VIENNA, VA · CRD 312401 · IAPD ↗ · kirkcapitaladvisors.com · 888.340.5475

$204.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — KIRK CAPITAL ADVISORS LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
January 2025 — KIRK CAPITAL ADVISORS LLC notice-filed in FL, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — KIRK CAPITAL ADVISORS LLC moved its main office from FAIRFAX, VA to VIENNA, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
April 2024 — KIRK CAPITAL ADVISORS LLC reported RAUM up 39% ($108.0M -> $149.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.