William Kirk Taylor
Investment adviser representative at Kirk Capital Advisors LLC
16 yearsExperience
2 statesRegistered in
$204.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Kirk Capital Advisors, LLCDec 2020 to now
- West Financial ServicesJan 2018 to Dec 2020
- 1st Portfolio, Inc.Jan 2010 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Kirk Capital Advisors LLC
$204.9MAssets managed
136Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1854617
- Firm CRD
- 312401