KIRK CAPITAL ADVISORS LLC

Overview

Kirk Capital Advisors LLC is an independent registered investment adviser that provides discretionary portfolio management combined with financial planning services, primarily for individuals, families and small-business clients. The firm is owned by an individual and completed SEC registration in 2023. Its advisory model blends custom managed accounts with fee-based planning work; clients are billed on a percentage-of-assets basis and, where appropriate, on an hourly basis for planning or consulting engagements. Investment activity is centered on exchange-traded equities as the largest single sleeve of discretionary assets, while fixed income and pooled vehicles are used to round out client portfolios. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser. Given the client mix and account structure, Kirk Capital appears to emphasize tailored equity exposure, tax-aware management through separately managed accounts, and selective use of third-party investment managers where alternatives are appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices