MT
Mark D. Troutman
KIRK CAPITAL ADVISORS LLC
Vienna, VA 22182
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CRD#: 7363356
MT
Professional summary
Mark D Troutman, who also goes by Dr. Mark Troutman, Mark Troutman, is a registered financial advisor currently at KIRK CAPITAL ADVISORS LLC located in Vienna, Virginia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mark has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dr. Mark Troutman | Mark Troutman
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.
I am Chief Operating Officer of Strategic Education International, a 501(c)(3) tax exempt education foundation. The purpose of the organization is to provide professional education to national security professionals and strategists. I create curriculum and direct activity, comprising approximately 10 hours per week. The work takes place at hours separate from investment related activity, and does not involve any investment related content. I also teach as adjunct faculty at Georgetown, Johns Hopkins, University of Maryland and George Mason University on an episodic basis. I am not permanent faculty at any of these universities.
CRS (Client Relationship Summary) - RIA
Click below to view Mark D Troutman's 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®
NoneExperience
Current
June 8, 2021 - Present
KIRK CAPITAL ADVISORS LLC
Office #1: 8229 Boone Blvd Suite 300, Vienna, VA 22182RIA
CRD#: 312401
Vienna, VA
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".
KC
KIRK CAPITAL ADVISORS LLC
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)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
Virginia(6/8/2021)
Exams
Current Firm
KC
KIRK CAPITAL ADVISORS LLC
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)Upgrade to AdvisorCheck Premium
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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
4
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 400 |
| AUM (Assets Under Management) | $ 179,225,129 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
