William K. Taylor

KIRK CAPITAL ADVISORS LLC

Vienna, VA 22182

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CRD#: 1854617

Professional summary

William Kirk Taylor, CFP®, who also goes by W. Kirk Taylor, Kirk Taylork, is a registered financial advisor currently at KIRK CAPITAL ADVISORS LLC located in Vienna, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. William has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

W. Kirk Taylor | Kirk Taylork

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Board Member of the Financial Planning Association of the National Capital Area - Volunteer 6 - 10 hours per month, January 2016.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kirk Taylor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

March 16, 2021 - Present

KIRK CAPITAL ADVISORS LLC

Office #1: 8229 Boone Blvd Suite 300, Vienna, VA 22182

RIA

CRD#: 312401

Vienna, VA

Past

February 7, 2018 - December 3, 2020

WEST FINANCIAL SERVICES, INC.

RIA

CRD#: 137497

MCLEAN, VA

Past

August 25, 2015 - February 6, 2018

1ST PORTFOLIO WEALTH ADVISORS

RIA

CRD#: 269855

FAIRFAX, VA

Past

October 25, 2011 - August 25, 2015

1ST PORTFOLIO WEALTH ADVISORS

RIA

CRD#: 134901

FAIRFAX, VA

Past

December 3, 1996 - December 31, 2011

CAPITOL SECURITIES MANAGEMENT, INC.

RIA

CRD#: 14169

VIENNA, VA

Past

November 18, 1996 - December 23, 2014

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

VIENNA, VA

Past

January 14, 1992 - November 14, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 20, 1988 - January 24, 1992

F.N. WOLF & CO., INC.

CRD#: 13051

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KIRK CAPITAL ADVISORS LLC

CRD#: 312401 / SEC#: 801-128175

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

Maryland

Registered Investment Advisory firm - (6/28/2023 Terminated)

Virginia

Registered Investment Advisory firm - (6/28/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/17/2021)

IAR

Virginia
(3/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/23/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/1988

General Securities Representative Examination

Current Firm

KIRK CAPITAL ADVISORS LLC

CRD#: 312401 / SEC#: 801-128175

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

Maryland

Registered Investment Advisory firm - (6/28/2023 Terminated)

Virginia

Registered Investment Advisory firm - (6/28/2023 Terminated)

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Contact information

Main Address

8229 Boone Blvd Suite 300, Vienna, VA 22182

Mailing Address

Phone number

(888) 340-5475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KIRK CAPITAL ADVISORS LLC APPENDIX 1 (3/25/2025)

KIRK CAPITAL ADVISORS LLC ADV BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	400
AUM (Assets Under Management)	$ 179,225,129

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William K. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kirk Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST FINANCIAL SERVICES, INC.

1ST PORTFOLIO WEALTH ADVISORS

1ST PORTFOLIO WEALTH ADVISORS

CAPITOL SECURITIES MANAGEMENT, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

PRUDENTIAL EQUITY GROUP, LLC

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

KIRK CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/1993

Series 63

Date: 8/5/1988

SIE

Date: 12/23/2014

Series 7

Date: 7/16/1988

Current Firm

KIRK CAPITAL ADVISORS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KIRK CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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