Kingfisher Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 324155
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities28%
- Cash & Cash Equivalents27%
- US Government Bonds7%
- State & Local Bonds1%
Contacts
1 of 1Zachary Rubin
Managing MemberCRD 2520954
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations