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William Kirk Taylor

KIRK CAPITAL ADVISORS LLC·VIENNA, Virginia
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8229 BOONE BLVD, VIENNA, VA 22182CRD# 1854617Firm CRD# 312401
01

About

William Kirk Taylor is a registered financial advisor based in VIENNA, Virginia, affiliated with KIRK CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KIRK CAPITAL ADVISORS LLC
KIRK CAPITAL ADVISORS LLC
AUM
$150M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KIRK CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1854617
Firm CRD# 312401
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Kirk Taylor offer?
William Kirk Taylor specializes in Financial Planning, Investment Management. Contact their office in VIENNA, Virginia for a consultation.
What are William Kirk Taylor's credentials?
William Kirk Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Kirk Taylor located?
William Kirk Taylor is based in VIENNA, Virginia, working with KIRK CAPITAL ADVISORS LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does William Kirk Taylor charge for services?
William Kirk Taylor's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIRK CAPITAL ADVISORS LLC?
KIRK CAPITAL ADVISORS LLC has approximately 4 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VIENNA
Lindsay Garland Shetterly — GLASSMAN WEALTH SERVICES, LLCCharles Richard Cooke — ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLCCharles Cullum — SSB WEALTH MANAGEMENT, INC.Betty Ansin Smallwood — CAMPION WEALTH MANAGEMENT, LLCJacques [nmn] Rebibo — ATEGRA CAPITAL MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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