RIA Intel›Advisers›Colorado›KIRK, JAMES, MICHAEL

KIRK, JAMES, MICHAEL

Advisory

CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$137K

across 89 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

39 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

JOHNSTON INVESTMENT ADVISORY SERVICES, LLC

$12M

ASSET SOLUTIONS ADVISORY SERVICES, INC

$12M

PROSPERITY INVESTMENT ADVISORS, INC.

$12M

ANTUNES, ANTONIO, MARTINS

$12M

BLUE ROOM INVESTMENT ADVISORS LLC

$12M

LEWIS WEALTH MANAGEMENT, LLC

$12M

Get the full picture on KIRK, JAMES, MICHAEL

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KIRK, JAMES, MICHAEL and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans