William Taylor
Kirk Capital Advisors · Vienna, Virginia
William Taylor is a fee-only financial advisor at Kirk Capital Advisors in Vienna, Virginia. William 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 VA · CRD 1854617 |
| Exams passed | Series 63 (1988) · Series 65 (1993) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kirkcapitaladvisors.com |
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Questions about William
Is William Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Kirk Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Taylor based?
William Taylor is based in Vienna, Virginia.
What does William specialize in?
William's specialties include retirement planning, family wealth transfer, founders (pre-exit), small business owners and equity compensation. William works with executives, founders, multi-generational families and ultra high net worth.
Is William Taylor registered with the SEC?
Yes. William Taylor is registered as an investment adviser representative in VA (CRD 1854617), 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 William Taylor?
Through William'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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