Kirk Capital Advisors provides financial planning and portfolio management for individuals and small businesses.
Kirk Capital Advisors reports 136 clients. They include 78 high-net-worth individuals, 57 individual clients and 1 charitable organization. Of its assets, 100.0% ($205M across 401 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 11% |
| High-net-worth individuals | 57% | 89% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $22.9M | 11.2% | $401K |
| High-net-worth individuals | 78 | $182M | 88.7% | $2.33M |
| Charitable organizations | Fewer than 5 | $327K | 0.2% | $327K |
| Total | 136 | $205M | 100% | — |
- Clients
- 57
- Regulatory AUM
- $22.9M
- AUM share
- 11.2%
- Avg. per client
- $401K
- Clients
- 78
- Regulatory AUM
- $182M
- AUM share
- 88.7%
- Avg. per client
- $2.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $327K
- AUM share
- 0.2%
- Avg. per client
- $327K
Total
- Clients
- 136
- Regulatory AUM
- $205M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kirk Capital Advisors is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Negotiable hourly fee of $300 for financial planning services, due upon completion of services rendered.
William Taylor owns 75% or more of Kirk Capital Advisors. The leadership team of Kirk Capital Advisors includes Chief Investment Officer Steven Tomisek and Chief Compliance Officer William Taylor. It has 5 employees, 4 of them in advisory roles.
Leadership
- Steven TomisekChief Investment Officer and Chief Operating Officer
William TaylorManaging Member/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Kirk Capital Advisors LLC
William Taylor
Control person · since December 2020
- Owns 10% to 25% of Kirk Capital Advisors LLC
Steven Tomisek
Control person · since September 2025
Kirk Capital Advisors’ regulatory assets grew 1.9× from $108M (May 2023) to $205M (March 2026); clients rose from 84 to 136 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $205M | 136 | 5 | 1 |
| March 2025 | $179M | 141 | 4 | 1 |
| April 2024 | $150M | 87 | 4 | 1 |
| May 2023 | $108M | 84 | 3 | 1 |
Besides its headquarters, Kirk Capital Advisors has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 8229 Boone BLVD, Suite 300, ViennaHQ
Contact and registration details
- Legal name
- Kirk Capital Advisors LLC
- Headquarters
- 8229 Boone BLVD, Suite 300, Vienna, VA 22182
- Website
- kirkcapitaladvisors.com
- Phone
- 888-340-5475
- @kirk-capital-advisors-llc
- SEC file
- 801-128175
- Founded
- 2021
- Structure
- Virginia LLC
- Fiscal year end
- December
Kirk Capital Advisors uses Charles Schwab ($197M) as custodian for its separately managed accounts. Kirk Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $197M100%
At year end, Kirk Capital Advisors’ separately managed accounts were largely in funds (47%) and stocks (45%).
What the accounts hold
- Stocks45%
- Funds47%
- Registered funds45%
- Pooled vehicles2%
- Bonds3%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash5%
How many clients does Kirk Capital Advisors have?
Kirk Capital Advisors has 136 clients and manages $205 million for them, as of March 2026. They include 78 high-net-worth individuals, 57 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Kirk Capital Advisors offer?
Kirk Capital Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kirk Capital Advisors use?
Kirk Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $197M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Kirk Capital Advisors have?
Kirk Capital Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kirk Capital Advisors invest in?
At the end of its last fiscal year, Kirk Capital Advisors’ separately managed accounts held 45% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% investment grade corporate bonds, 2% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kirk Capital Advisors?
Kirk Capital Advisors’ direct owners are William Taylor (75% or more) and Steven Tomisek (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Kirk Capital Advisors get paid?
Kirk Capital Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kirk Capital Advisors?
Kirk Capital Advisors’ main office is at 8229 Boone BLVD, Suite 300, Vienna, VA 22182. Its phone number is 888-340-5475. Its website is kirkcapitaladvisors.com.