Overview
Assets Under Management: $607 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 115
Average Client Assets: $3.5 million
Frequently Asked Questions
KINGFISHER CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150484), KINGFISHER CAPITAL, LLC is subject to fiduciary duty under federal law.
KINGFISHER CAPITAL, LLC is headquartered in CHARLOTTE, NC.
KINGFISHER CAPITAL, LLC serves 115 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, KINGFISHER CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
KINGFISHER CAPITAL, LLC manages $607 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, KINGFISHER CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.96%
Average Client Assets: $3.5 million
Total Client Accounts: 661
Discretionary Accounts: 661
Regulatory Filings
CRD Number: 150484
Filing ID: 1839995
Last Filing Date: 2024-03-19 12:35:00