Kirk Capital Advisors LLC

Kirk Capital Advisors LLC is a registered investment adviser based in Vienna, VA, providing investment advisory services since March 2021. The firm's owner, W. Kirk Taylor, CFP®, has been in the financial industry since 1988. Kirk Capital Advisors offers discretionary portfolio management services tailored to individual circumstances and investment objectives. Clients are required to grant the firm discretion over the selection and amount of securities to be bought or sold. The firm uses model portfolios designed for varying risk tolerances and provides discretionary management services for certain held-away retirement accounts. Kirk Capital Advisors charges a fee based on a percentage of assets under management, with a negotiable fee structure. The firm typically requires a minimum account size of $500,000 and charges a minimum annual fee of $5,000. Financial planning services are also offered at a negotiable hourly fee of $300. The firm does not accept performance-based fees or participate in side-by-side management. Clients include individuals and high-net-worth individuals, with the option to combine account values to determine applicable fees. Kirk Capital Advisors employs various methods of analysis and investment strategies, including charting analysis, technical analysis, fundamental analysis, and modern portfolio theory. Clients are advised on equity securities, corporate debt securities, mutual funds, ETFs, and real estate investment trusts. The firm does not have any disciplinary information to disclose and does not engage in client referrals for compensation. Clients are responsible for voting on their securities, and the firm does not vote proxies on their behalf. Kirk Capital Advisors does not have custody of client funds but exercises limited custody for fee deduction purposes. The firm has a fiduciary duty to act in clients' best interests and maintains a Code of Ethics to ensure professional standards of conduct. Clients are encouraged to consult with a tax professional regarding investments. The firm has a conflict of interest policy and does not receive compensation for recommending IRA rollovers. Kirk Capital Advisors does not participate in class action lawsuits or initiate litigation on behalf of clients. Clients are encouraged to carefully consider the options before rolling over retirement funds to an IRA managed by the firm.