Kirk Samuel Weldy
Investment adviser representative at 724 Capital, LLC
16 yearsExperience
2 statesRegistered in
$258.9MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- 724 Capital, LLCJan 2022 to now
- Childs Investment GroupApr 2020 to now
- Independent Financial GroupApr 2020 to now
- Kirk Weldy Financial GroupJan 2011 to now
- F3 Logic, LLCApr 2020 to Mar 2022
- Proequities, Inc.Apr 2010 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
724 Capital, LLC
$258.9MAssets managed
1,270Clients
13Advisers
4 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
- 5668094
- Firm CRD
- 318170