Kingfisher Capital, Llc

EST. AUM
$606,810,465

CONTACTS
2

CLIENT ACCOUNTS
661

Firm Details

Metro area Charlotte
CRD Number 150484
Website linkedin.com
Client types

Overview

Kingfisher is an investment advisory firm based in Charlotte serving select families and institutions. While Kingfisher is registered as an RIA, they were acquired by Mercer Global Advisors in 2023 so they are in the process of being merged into their business.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kingfisher Capital, Llc

Platform Details

Investment Preferences

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Address

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