Unclaimed Profile

James Matthew Kirk

EVOLV CAPITAL ADVISORS LLC·WOODBURY, Minnesota

SIE, Series 7, Series 63, Series 79CFAClean record9 years registeredEVOLV CAPITAL ADVISORS LLC

670 COMMERCE DRIVE,, WOODBURY, MN 55125CRD# 4572632Firm CRD# 283126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Matthew Kirk · WOODBURY, MN

Registration

CRD #4572632 · EVOLV CAPITAL ADVISORS LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVOLV CAPITAL ADVISORS LLC

EVOLV CAPITAL ADVISORS LLC

Dec 2016 – May 2017

WOODBURY, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 79

Registration record

First registered · December 27, 2016

Years registered · 9

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOLV CAPITAL ADVISORS LLC

CRD 283126 · SEC 801-107375

AUM

$38M

Regulatory assets under management

Employees

2 client accounts

Services offered by EVOLV CAPITAL ADVISORS LLC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at EVOLV CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does James Matthew Kirk offer?

James Matthew Kirk specializes in Investment Management, Wealth Management.

What are James Matthew Kirk's credentials?

James Matthew Kirk holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Matthew Kirk located?

James Matthew Kirk is based in WOODBURY, Minnesota, last registered with EVOLV CAPITAL ADVISORS LLC.

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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