Robert Dylan Kirk
Financial advisor at Captrust Financial Advisors · Raleigh, NC
Last updated 2026-10-10
Claim your profileRobert Dylan Kirk is a financial advisor at Captrust Financial Advisors in Raleigh, NC, CRD 6981957. Licenses and exams on the registration: Series 66. First registered 2020-09-03.
Registration
- CRD number
- 6981957
- Registration status
- Active
- First registered
- 2020-09-03
- Years of experience
- 11
- States registered
- NC
Licenses and exams
- Series 66
Work history
- 2020-06 to 2021-01 · TD Ameritrade · Hickory, NC
- 2019-10 to 2020-06 · First Citizens Bank · Hickory, NC
- 2019-09 to 2019-09 · Nolan Transportaion Group · Hickory, NC
- 2018-08 to 2019-09 · TD Ameritrade · Hickory, NC
- 2018-06 to 2018-08 · NA · Na, NC
- 2015-01 to 2018-06 · Appalachian State University · Boone, NC
- 2021-04 to Present · Capfinancial Partners LLC (captrust) · Raleigh, NC
- 2021-04 to Present · Capfinancial Securities LLC · Raleigh, NC
Current employment
- Captrust · Raleigh, NC
Captrust Financial Advisors
- Regulatory AUM
- $1,236,704,853,633
- Registered advisors
- 962
- Offices
- 235
- Clients per advisor
- 43.4 (Low)
- Average AUM per client
- $29.6M (Moderate)
- High-net-worth client ratio
- 43.5% (Moderate)
Captrust Financial Advisors: advisors, services and reported ETF investments
Reported ETF positions
Captrust Financial Advisors reports 826 ETF positions worth $32.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3.5B |
| VEA — Vanguard FTSE Developed Markets ETF | $2.2B |
| SHY — iShares 1-3 Year Treasury Bond ETF | $1.7B |
| VTV — Vanguard Morningstar Value ETF | $1.5B |
| IXUS — iShares Core MSCI Total International Stock ETF | $1B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Captrust Financial Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $47.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | TSPA — T. Rowe Price U.S. Equity Research ETF | $28.5M | Top 99.8% | Addressable AUM $13.3T · Peer conviction 78.3% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $897.1M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | BILZ — PIMCO Ultra Short Government Active Exchange-Traded Fund | $47.7M | Top 99.2% | Replicability (R²) 36.7% · Residual Sharpe 0.78 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Captrust Financial Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
4208 Six Forks Rd, Raleigh, NC 27609
130 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 919-870-6822
- Website: captrust.com
Official record
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