Bank / Wealth / TrustRIA · CRD 312401SEC-Registered

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KIRK Capital Advisors

KIRK Capital Advisors is an SEC-registered investment adviser in VIENNA, VA, registered since 2023. The firm manages approximately $205 million in regulatory...

KIRK Capital Advisors logo

KIRK Capital Advisors

KIRK Capital Advisors is an SEC-registered investment adviser in VIENNA, VA, registered since 2023. The firm manages approximately $205 million in regulatory assets. It has 5 employees and 4 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2023

Location

Region

North America

Country

United States

City

Vienna

Corporate office

Vienna, VA, United States

Principals

Richard Kirk

Founder and Managing Partner

Frequently asked questions

Who runs investment decisions at KIRK Capital Advisors?

Richard Kirk, the firm's Founder and Managing Partner, holds central authority over portfolio construction and security selection. His role combines chief investment officer and lead portfolio manager responsibilities, with all investment decisions routing through the Vienna, Virginia headquarters. No external investment committee or sub-advisor shares discretion over client portfolios.

How does KIRK Capital Advisors structure client portfolios?

The firm runs concentrated, separately managed equity accounts with complementary fixed-income allocations, rather than using pooled fund vehicles or fund-of-funds overlays. Clients hold individual securities in brokerage accounts, which allows direct control over tax realization, position-level liquidity, and capital gains timing. The strategy focuses on bottom-up fundamental research for US large-cap and mid-cap public equities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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