Kingfisher Capital Management LLC

RIASEC Registered
Total AUM
$6.8M
Discretionary
$6.8M
99% of AUM
Avg account
$623K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
324155
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kingfisher Capital Management LLC is a small, owner-operated advisory firm focused on fee-based portfolio management for individuals, families and small businesses. The firm’s business model centers on discretionary asset management, with an emphasis on deploying pooled public funds and mutual funds rather than building concentrated single-stock portfolios. Services are delivered on a percentage-of-AUM fee basis and are oriented toward a limited number of higher-balance clients rather than a broad retail base. The firm is not positioned as an ESG specialist, does not operate as a multi-state adviser, and does not present itself as a pension consultant or related-adviser vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 37%, Exchange Traded Equities 28%, Cash & Cash Equivalents 27%, US Government Bonds 7%, State & Local Bonds 1%37%
  • Public Funds/Mutual Funds37%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents27%
  • US Government Bonds7%
  • State & Local Bonds1%

Contacts

1 of 1
  • Zachary Rubin

    Managing MemberCRD 2520954

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth