SourcingSourcing

KIRK CAPITAL ADVISORS LLC

A68
CRD 312401·SEC 801-128175·VIENNA, VA
AUM
$204.9M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$615K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KIRK CAPITAL ADVISORS LLC
CRD
312401
SEC file #
801-128175
EIN
—
DBA names
—

Economics

AUM
$204.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$179.2M → $204.9M▲ +14%
Client mix
Individuals High Net Worth78
Individuals Other57
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
2 advisors → 4 advisors▲ +100%
Primary office
VIENNA VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
kirkcapitaladvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAYLOR, WILLIAM, KIRK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TAYLOR, WILLIAM, KIRK
TOMISEK, STEVEN, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KIRKCAPITALADVISORS.COM
Rdap Domain Creation Date
2019-10-25T15:03:05Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
11,227
Form 5500 Compensation Trajectory 3y
202511,227
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
11,227
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-25T15:03:05Z
Rdap Domain Last Changed
2025-10-26T15:15:42Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1854617
Trust Company Affiliate
No

People (4)

4
TAYLOR, WILLIAM, KIRK
IAR · Direct Owner · 87.5%
1854617
TOMISEK, STEVEN, ANDREW
IAR · Direct Owner · 17.5%
5733717
MARK D TROUTMAN
IAR
7363356
NEVIN KAUL
IAR
5008408