Shannon
Delaney

Kirk Capital Advisors LLC

CRD#2668967
Investment Advisor
in Vienna, VA

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About this Advisor

Shannon Delaney is a financial advisor based in Vienna, Virginia, working with Kirk Capital Advisors LLC. Shannon has previously held positions at Thurston Springer Miller Herd & Titak, Inc, Shannon Delaney LLC, Capitol Securities Management, Kirk Capital, and Woodbury Financial Services Inc. Shannon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Shannon 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

Series 63, Series 65

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

Shannon Delaney Work History

2021 - Present (3 years)

Kirk Capital

2020 - Present (4 years)

Capitol Securities Management

2012 - Present (12 years)

Shannon Delaney LLC

2017 - 2018 (1 year)

Woodbury Financial Services Inc

2014 - 2015 (1 year)

Thurston Springer Miller Herd & Titak, Inc

Disclosures

Please visit the SEC profile of Shannon Delaney 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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