RIA IntelAdvisersMissouriKIRWAN CAPITAL LLC

KIRWAN CAPITAL LLC

Advisory

MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$340K
across 76 accounts
AUM per adviser
$26M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$26M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients70
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO, NE
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

JKD FINANCIAL PLANNING, LLC
SPRINGFIELD, MO
$26M
FREUND & CO INVESTMENT ADVISORS, L.C.
CHESTERFIELD, MO
$26M
-92.0% 1Y
LSA TPM, LLC
LEE'S SUMMIT, MO
$26M
AUTO CLUB EQUITIES, INC.
ST. LOUIS, MO
$26M
WYNNE CAPITAL MANAGEMENT, INCORPORATED
$26M
PLAZA FINANCIAL ADVISORS INC
CLAYTON, MO
$26M
-85.3% 1Y

Get the full picture on KIRWAN CAPITAL LLC

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

Create a free account →See plans