Nevin Kaul
Investment adviser representative at Kirk Capital Advisors LLC
14 yearsExperience
3 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
14 years in the industry.
- Kirk Capital Advisors LLCApr 2024 to now
- Ategra Capital Management, LLCJan 2018 to Apr 2024
- 1st Portfolio, Inc.Nov 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, 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
- 5008408
- Firm CRD
- 312401