William Taylor has been Managing Member/Chief Compliance Officer of Kirk Capital Advisors since December 2020, is a control person of the firm and directly owns 75% or more of it.
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.
W. Kirk Taylor is Founder & President of Kirk Capital Advisors, based in Vienna, Virginia. He has over 35 years of experience as a financial planner, working with individuals, executives and affluent families. Before launching the firm, he held executive roles at 1st Portfolio Wealth Advisors and its successor, West Financial Services, and advised clients at Capitol Securities and Wells Fargo Advisors. He recently completed eight years of service as Chairman of the Financial Planning Association of the National Capital Area.
William Taylor’s longest registration was 15 years at Capitol Securities Management, Inc. (1996–2011). Before joining Kirk Capital Advisors in 2021, William Taylor was registered through West Financial Services, Inc. and 1st Portfolio Wealth Advisors.
- Kirk Capital Advisors LLCCurrent– present · 5 yearsVienna, VA · Adviser representative · Firm CRD 312401
- West Financial Services, Inc.– · 2 yearsMcLean, VA · Adviser representative · Firm CRD 137497
- 1st Portfolio Wealth Advisors– · 2 yearsFairfax, VA · Adviser representative · Firm CRD 269855
- 1st Portfolio Wealth Advisors– · 3 yearsFairfax, VA · Adviser representative · Firm CRD 134901
- Capitol Securities Management, Inc.– · 15 yearsVienna, VA · Adviser representative · Firm CRD 14169
Professional designations
Listed by Kirk Capital Advisors
- CFP®
Investment adviser representative registrations
William Taylor is registered as an investment adviser representative in Virginia, since March 2021.
- VirginiaSince 16 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1988 |
| Series 7 | General Securities Representative Examination | 16 July 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Kirk Taylor
- CRD
- 1854617
- Firm
- Kirk Capital Advisors · CRD 312401
- Role
- Managing Member/Chief Compliance Officer
- Office
- 8229 BOONE BLVD, SUITE 300, Vienna, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kirkcapitaladvisors.com
Where does William Taylor work?
William Taylor has been Managing Member/Chief Compliance Officer of Kirk Capital Advisors LLC since December 2020, and is a control person of the firm.
Is William Taylor a financial advisor?
Yes. William Taylor has a current investment-adviser registration in Virginia, through Kirk Capital Advisors since March 2021.
How many years of experience does William Taylor have?
William Taylor has 29 years in the financial industry, since March 1997, across 5 adviser firms.
What exams has William Taylor passed?
William Taylor has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1988. FINRA credited William Taylor with the SIE, which began in October 2018.
Where did William Taylor work before Kirk Capital Advisors?
Before Kirk Capital Advisors, William Taylor was registered through West Financial Services, Inc., February 2018 to December 2020; 1st Portfolio Wealth Advisors, August 2015 to February 2018; 1st Portfolio Wealth Advisors, October 2011 to August 2015; Capitol Securities Management, Inc., December 1996 to December 2011.
Where is William Taylor based?
William Taylor’s registered office is in Vienna, VA.
Is William Taylor registered with FINRA?
No. William Taylor has no current broker registration.
Is William Taylor a CFP?
Kirk Capital Advisors lists William Taylor with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: W. Kirk Taylor, CFP® biography, kirkcapitaladvisors.com
How can I verify William Taylor’s record?
Search CRD 1854617 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Taylor’s full registration record.