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James Matthew Kirk

EVOLV CAPITAL ADVISORS LLC·WOODBURY, Minnesota
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670 COMMERCE DRIVE,, WOODBURY, MN 55125CRD# 4572632Firm CRD# 283126
01

About

James Matthew Kirk is a registered financial advisor based in WOODBURY, Minnesota, affiliated with EVOLV CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
EVOLV CAPITAL ADVISORS LLC
EVOLV CAPITAL ADVISORS LLC
AUM
$38M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EVOLV CAPITAL ADVISORS LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4572632
Firm CRD# 283126
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Matthew Kirk offer?
James Matthew Kirk specializes in Investment Management, Wealth Management. Contact their office in WOODBURY, Minnesota for a consultation.
What are James Matthew Kirk's credentials?
James Matthew Kirk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Kirk located?
James Matthew Kirk is based in WOODBURY, Minnesota, working with EVOLV CAPITAL ADVISORS LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does James Matthew Kirk charge for services?
James Matthew Kirk's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVOLV CAPITAL ADVISORS LLC?
EVOLV CAPITAL ADVISORS LLC has approximately 4 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WOODBURY
Darin William Pilacinski — TRUE VISION MN LLCDawn Deborah Jurkovich — RELEVE FINANCIAL GROUP, LLCSteven Andrew Schmidt — BALLAST ADVISORS, LLCPaul Louis Parnell — BALLAST ADVISORS, LLCChristopher John Lester — WEALTH WATCH ADVISORS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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