Kirk Samuel Weldy

724 Capital, LLC

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

724 Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,311 clients

Average Client Portfolio

$172K average

Assets Under Management

$225.9M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

219 N Defiance St, Po Box 300, Archbold, OH, 43502

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kirk is involved in several outside business activities, including being an IAR for Childs Investment Group, Inc., CIG Financial Services, and 724 Capital, LLC (full-time). He also serves as a board member for Archbold Rotary Club and Fulton County Health Center, and coaches Junior Varsity baseball.