Steven Tomisek has been Chief Investment Officer and Chief Operating Officer of Kirk Capital Advisors since September 2025, is a control person of the firm and directly owns between 10% and 25% of it. Steven Tomisek holds a BS in Accounting from Radford University and a BS in Finance from Radford University.
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.
Steven Andrew Tomisek is Chief Investment Officer of Kirk Capital Advisors LLC, a role he has held since September 2025. Before that he was Chief Operating Officer from January 2020 to August 2025 and Chief Investment Officer from September 2015 to August 2025 at Advisors Financial, Inc.
Steven Tomisek’s longest registration was 9 years at Advisors Financial, Inc. (2015–2025).
- Evermay Wealth Management, LLCAlso current– present · under a yearArlington, VA · Adviser representative · Firm CRD 149230
- Advisors Financial, Inc.– · 9 yearsVienna, VA · Adviser representative · Firm CRD 144837
Professional designations
Listed by Kirk Capital Advisors
- CFP®
Investment adviser representative registrations
Steven Tomisek is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- TexasSince 14 September 2026
- VirginiaSince 14 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2015 |
| Series 66 | Uniform Combined State Law Examination | 10 October 2012 |
| Series 7 | General Securities Representative Examination | 6 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Andrew Tomisek
- CRD
- 5733717
- Firm
- Kirk Capital Advisors · CRD 312401
- Role
- Chief Investment Officer and Chief Operating Officer
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kirkcapitaladvisors.com
Where does Steven Tomisek work?
Steven Tomisek has been Chief Investment Officer and Chief Operating Officer of Kirk Capital Advisors LLC since September 2025, and is a control person of the firm.
Is Steven Tomisek a financial advisor?
Yes. Steven Tomisek has a current investment-adviser registration in Texas and Virginia.
How many years of experience does Steven Tomisek have?
Steven Tomisek has 15 years in the financial industry, since September 2011, across 3 adviser firms.
What exams has Steven Tomisek passed?
Steven Tomisek has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in September 2011. FINRA credited Steven Tomisek with the SIE, which began in October 2018.
Where was Steven Tomisek previously registered as an investment adviser?
Steven Tomisek has past investment-adviser registrations through Kirk Capital Advisors LLC, September 2025 to August 2026; Advisors Financial, Inc., December 2015 to September 2025, across 3 firms.
Is Steven Tomisek registered with FINRA?
No. Steven Tomisek has no current broker registration.
Is Steven Tomisek a CFP?
Kirk Capital Advisors lists Steven Tomisek with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Steven Andrew Tomisek, CFP® biography, kirkcapitaladvisors.com
How can I verify Steven Tomisek’s record?
Search CRD 5733717 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Tomisek’s full registration record.
