Kirwan Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,293,543
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
68
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$371,964
About
Kirwan Capital provides discretionary portfolio management through separately managed advisory accounts and offers financial planning and consultation tailored to individuals, high net worth individuals, charitable institutions, corporations, and other businesses. For individual stock accounts the firm follows an intrinsic value investment philosophy, while ETF accounts are managed using a low-cost asset allocation approach.
The firm’s investment process is grounded in fundamental analysis with a long-term holding orientation (the brochure states a minimum horizon of three to five years) and takes tax considerations into account on an individual basis; margin and options may be used occasionally. Accounts are reviewed at least quarterly, and the firm describes relationships with custodial brokers such as Interactive Brokers and Charles Schwab, uses block trading when advantageous, and does not charge performance-based fees.
Distinctive elements noted in the brochure include the firm’s explicit engagement with corporate and business clients in addition to individuals and its provision of supplemental client communications and illustrative materials via its website and on request—features that are less common among independent advisers. Prospective clients are therefore advised to review any hypothetical or illustrative performance materials and periodic communications the firm provides and to discuss how those materials align with their objectives and risk tolerance.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Fee options
$0 - $249,999: 1.60% $250,000 - $499,999: 1.32% $500,000 - $999,999: 1.12% $1,000,000+: 1.00%
Financial planning fees are negotiable and vary depending on complexity; specific hourly rates not stated.
Account minimum: $25,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Kirwan Capital
St. Joseph MO, United States
Number of offices
1
Forms ADV
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