KIRK Capital Advisors LLC
SEC RegisteredA DIFFERENT BREED OF WEALTH MANAGEMENT FIRM
About the firm
KIRK Capital Advisors helps families and individuals make sound financial decisions, preserve their legacies, and extend their wealth to future generations. The firm offers highly personalized service and aims to bridge the gap between where clients are now and where they desire to be in the future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multigenerational wealth planning, investment management and portfolio construction, retirement planning, and executive coaching and business consulting.
Who they serve
Families and individuals seeking highly personalized wealth management, including those with multigenerational planning needs, executives, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 57 | $23M |
| High Net Worth Individuals | 78 | $182M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KIRK Capital Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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