Kirk Capital Advisors Llc
- Regulatory AUM
- $205M
- Discretionary
- $205M
- Clients
- 136
- Avg AUM / client
- $1.5M
- Accounts
- 401
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $22.9M | 11.2% |
| High net worth individuals | 78 | $182M | 88.7% |
| Charitable organizations | 1 | $327K | 0.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Natixis Us Group 401(k) Plan Natixis North America Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Kirk Taylor | Managing Member/Chief Compliance Officer | Dec 2020 (6y) | 75% or more | |
| Nevin Kaul | Registered representative | Apr 2024 (2y) | ||
| Steven Andrew Tomisek | Registered representative | CFP | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Natixis Us Group 401(k) Plan | Natixis North America Llc | 849 | $471M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 898 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $197M (96% of AUM) Mar 2026
- Pershing $100M (56% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗