# Nevin Kaul

> Nevin Kaul is a fee-only financial advisor at Kirk Capital Advisors in Vienna, Virginia. Nevin focuses on retirement planning, family wealth transfer and founders (pre-exit). Kirk Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nevin-kaul/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kirk Capital Advisors
- **Based in:** Vienna, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $204.9M across 401 accounts
- **Specialties:** Retirement planning, Family wealth transfer, Founders (pre-exit), Small business owners, Equity compensation
- **Works with:** Executives, Founders, Multi-generational families, Ultra high net worth
- **CRD:** 5008408 (https://adviserinfo.sec.gov/individual/summary/5008408)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.kirkcapitaladvisors.com

## Frequently asked questions

### Is Nevin Kaul a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nevin holds no broker registration, and Kirk Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nevin charge for financial advice?

Nevin's firm, Kirk Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Nevin Kaul based?

Nevin Kaul is based in Vienna, Virginia.

### What does Nevin specialize in?

Nevin's specialties include retirement planning, family wealth transfer, founders (pre-exit), small business owners and equity compensation. Nevin works with executives, founders, multi-generational families and ultra high net worth.

### Is Nevin Kaul registered with the SEC?

Yes. Nevin Kaul is registered as an investment adviser representative in TX and VA (CRD 5008408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kirk Capital Advisors manage?

Kirk Capital Advisors reports $204.9M across 401 accounts in assets under management.

### How do I contact Nevin Kaul?

Through Nevin's website, www.kirkcapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5008408): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kirkcapitaladvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.