Kingfisher is a leading, privately owned, and independently managed financial services firm dedicated to serving select families and institutions. For nearly three decades, we have helped clients formulate goals, anticipate and manage risks, and solve complex problems within their personal, business, and philanthropic enterprises. We are experts in research-driven money management, comprehensive wealth advisory and consultative solutions. Whether you seek investment management, financial and estate planning, or family office and consulting services, our integrated model provides you a framework for pursuing your personal, institutional and financial ambitions. Our goal is to help affluent families, professionals, business owners, and institutions protect and expand wealth to achieve their security, lifestyle, and legacy objectives. We deliver value-added financial advice, intelligent investing, and personalized client service to create lasting relationships built on accountability and trust. www.kingfishercapital.com Our firm was established in Charlotte, North Carolina in 1989 with the formation of James M. Myers Research, Inc., an investment boutique specializing in value-oriented and alternative strategies. In 2004, our company was acquired by WealthTrust, LLC, an investment management holding company with collectively $6 billion in affiliated assets. In 2009, the firm returned to its roots as an independent investment adviser when its managing principals purchased all outstanding ownership interest from WealthTrust and formed Kingfisher Capital, LLC. As part of the transaction, all of the firm principals and employees remained with the firm.
View Top Employees from Kingfisher CapitalWebsite | http://www.kingfishercapital.com |
Revenue | $1 million |
Funding | $150000 |
Employees | 14 (14 on RocketReach) |
Founded | 1989 |
Address | 201 South College Street Suite 2250, Charlotte, North Carolina 28224, US |
Phone | (704) 333-1710 |
Fax | (704) 333-0026 |
Technologies |
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Industry | Investment Management, Finance General, Asset Management, Finance, Corporate Bonds, Wealth & Financial Planning, Water investing, Securities Research, Retirement Planning, Trusts & Estates, Global Tactical Investing |
Web Rank | 21 Million |
Keywords | Kingfisher Capital |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Kingfisher Capital employee's phone or email?
The Kingfisher Capital annual revenue was $1 million in 2024.
Alex Miles is the Co-Founder, Managing Partner, Chief Investment Officer of Kingfisher Capital.
14 people are employed at Kingfisher Capital.
Kingfisher Capital is based in Charlotte, North Carolina.
The NAICS codes for Kingfisher Capital are [5239, 52, 52393, 523].
The SIC codes for Kingfisher Capital are [628, 62].