Kingfisher Capital, LLC

Kingfisher Capital, LLC (CRD# 150484) is a financial advisory firm headquartered in Charlotte, NC. They manage $278,285,272 in 563 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $494,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, GA, MI, NC, NY, SC, TN, VA

Financial Advisors at Kingfisher Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Chad J. Frk
CRD#: 5031363
201 South College Street, Suite 2250, Charlotte, NC 28244
93
Wealthminder
score

Chad Frk (CRD# 5031363) is an Investment Advisor Representative working at Kingfisher Capital, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

2
Howell K. Hallett
CRD#: 1043278
201 South College Street, Suite 2250, Charlotte, NC 28244
93
Wealthminder
score

Howell Hallett (CRD# 1043278) is an Investment Advisor Representative working at Kingfisher Capital, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.

3
Alexander B. Miles
CRD#: 4632749
201 South College Street, Suite 2250, Charlotte, NC 28244
93
Wealthminder
score

Alexander Miles (CRD# 4632749) is an Investment Advisor Representative working at Kingfisher Capital, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

4
Edward B. Smyth
CRD#: 2698429
201 South College Street, Suite 2250, Charlotte, NC 28244
93
Wealthminder
score

Edward Smyth (CRD# 2698429) is an Investment Advisor Representative working at Kingfisher Capital, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

5
Nicole Brandon
CRD#: 5527869
201 South College Street, Suite 2250, Charlotte, NC 28244
87
Wealthminder
score

Nicole Brandon (CRD# 5527869) is an Investment Advisor Representative working at Kingfisher Capital, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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