Nevin Kaul
Kirk Capital Advisors · Vienna, Virginia
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.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Kirk Capital Advisors |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $204.9M across 401 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 5008408 |
| Exams passed | Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kirkcapitaladvisors.com |
| Profile |
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Questions about Nevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Kirk Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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