Nevin Kaul has been an investment adviser representative at Kirk Capital Advisors since April 2024, and is not listed among the firm’s executive officers or direct owners.
Kirk Capital Advisors LLC is a Vienna, VA firm with $205M under management, 136 clients and 4 advisers in one office, as of its March 2026 filing.
Nevin Kaul is Director of Portfolio Management of Kirk Capital Advisors, based in Vienna, Virginia. He has over 20 years of experience managing assets for individual investors and business owners. Before joining the firm, he managed high-net-worth assets and retirement plans at Ategra Capital Management, and his career began at Citi Smith Barney/Morgan Stanley. He works with clients on portfolio strategies, risk analysis, estate and tax planning.
Nevin Kaul’s longest registration was 6 years at Ategra Capital Management, LLC (2018–2024). Before joining Kirk Capital Advisors in 2024, Nevin Kaul was registered through Ategra Capital Management, LLC and 1st Portfolio Wealth Advisors.
- Kirk Capital Advisors LLCCurrent– present · 2 yearsVienna, VA · Adviser representative · Firm CRD 312401
- Ategra Capital Management, LLC– · 6 yearsVienna, VA · Adviser representative · Firm CRD 164245
- 1st Portfolio Wealth Advisors– · 2 yearsFairfax, VA · Adviser representative · Firm CRD 269855
- 1st Portfolio Wealth Advisors– · 2 yearsFairfax, VA · Adviser representative · Firm CRD 134901
- Oppenheimer & Co. Inc.– · under a yearWashington, DC · Adviser representative · Firm CRD 249
- Morgan Stanley Smith Barney LLC– · 1 yearWashington, DC · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 3 yearsWashington, DC · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Nevin Kaul is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2024; the most recent is Texas, in December 2024.
- TexasResidentSince 20 December 2024
- VirginiaSince 6 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 October 2005 |
| Series 7 | General Securities Representative Examination | 15 September 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5008408
- Firm
- Kirk Capital Advisors · CRD 312401
- Office
- 8229 BOONE BLVD, SUITE 300, Vienna, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kirkcapitaladvisors.com
Where does Nevin Kaul work?
Nevin Kaul is an investment adviser representative registered through Kirk Capital Advisors LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nevin Kaul a financial advisor?
Yes. Nevin Kaul has a current investment-adviser registration in Texas and Virginia, through Kirk Capital Advisors since April 2024.
How many years of experience does Nevin Kaul have?
Nevin Kaul has 20 years in the financial industry, since July 2006, across 7 adviser firms.
What exams has Nevin Kaul passed?
Nevin Kaul has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2005.
Where did Nevin Kaul work before Kirk Capital Advisors?
Before Kirk Capital Advisors, Nevin Kaul was registered through Ategra Capital Management, LLC, January 2018 to April 2024; 1st Portfolio Wealth Advisors, August 2015 to January 2018; 1st Portfolio Wealth Advisors, November 2012 to August 2015; Oppenheimer & Co. Inc., January 2012 to October 2012; Morgan Stanley Smith Barney LLC, June 2009 to May 2011; Citigroup Global Markets Inc., October 2005 to June 2009.
Where is Nevin Kaul based?
Nevin Kaul’s registered office is in Vienna, VA.
Is Nevin Kaul registered with FINRA?
No. Nevin Kaul has no current broker registration.
How can I verify Nevin Kaul’s record?
Search CRD 5008408 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nevin Kaul’s full registration record.
