Mark
Troutman

Kirk Capital Advisors LLC

CRD#7363356
Investment Advisor
in Vienna, VA

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About this Advisor

Mark Troutman is a financial advisor based in Vienna, Virginia, working with Kirk Capital Advisors LLC. Mark has previously held positions at Strategic Education International, National Defense University, George Mason University, and Kirk Capital Advisors LLC. Mark is registered to provide services in Virginia. Currently, Mark is part of Kirk Capital Advisors LLC, which operates out of Vienna, Virginia. The firm has 4 employees and manages assets totaling $149.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Kirk Capital Advisors LLC includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8229 Boone Blvd Suite 300
Vienna, VA 22182

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Kirk Capital Advisors LLC Brokerage Details

Total Assets Under Management

$149,744,000

VA Average: $1,835,309,194
Total Number of Employees

4

VA Average: 32
Total Number of Accounts

255

VA Average: 1,458
Average Account Size

$587,231

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mark Troutman Work History

2021 - Present (3 years)

Kirk Capital Advisors LLC

2018 - Present (6 years)

Strategic Education International

2017 - 2019 (2 years)

National Defense University

2011 - 2017 (6 years)

George Mason University

Disclosures

Please visit the SEC profile of Mark Troutman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kirk Capital Advisors LLC

Nevin Kaul
Vienna, VA
Shannon Delaney
Vienna, VA
Mark Troutman
Vienna, VA
William Taylor
Vienna, VA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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