# BIRKS FINANCIAL CORP.

BIRKS FINANCIAL CORP. of HERNDON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 118623
- Type: SEC-registered investment adviser
- SEC file number: 801-114987
- Location: 431-A CARLISLE DRIVE, HERNDON, VA, 20170
- Phone: 703-481-6202
- Latest filing: 2026-06-10
- Regulatory AUM: $290.6M
- Non-discretionary AUM: $290.6M
- Clients: 3
- Accounts: 628

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Michael Birks | PRESIDENT/DIRECTOR/CCO | — |
| James Douglas Birks | VICE PRESIDENT | — |
| Victoria Way Birks | CHIEF OPERATING OFFICER | — |
| BIRKS JAMES MICHAEL | PRESIDENT/DIRECTOR/CCO | — |
| Birks James Douglas | VICE PRESIDENT | — |
| Victoria Way Birks Styron | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118623/similar
- Related entities: https://search.stillhousedata.com/firm/118623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118623

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.