Kingfisher Capital, LLC

Kingfisher Capital, LLC is a registered investment adviser based in Charlotte, NC, with principals H.K. Hallett and Alex Miles. As of December 31, 2023, the firm managed $606,810,466 in discretionary assets for high net worth individuals, trusts, pension plans, and other entities. The firm offers three main services: KingfisherINVEST for asset management, KingfisherWEALTH for comprehensive wealth management, and KingfisherCONSULT for specialized consulting services. Clients can expect a holistic approach to financial planning, including investment management, tax strategies, estate planning, and business services. For asset management, Kingfisher offers various investment strategies, including equity, fixed income, and global asset allocation. The firm charges fees based on the value of assets under management, with separate account management fees ranging from 0.80% to 1.50% annually. Kingfisher does not charge performance-based fees and acts as a fiduciary for clients, ensuring their best interests are prioritized. The firm may also provide 401(k) plan services, financial planning, and insurance product recommendations. Kingfisher's investment approach involves a top-down and bottom-up analysis to identify opportunities and manage risks. Clients have investment discretion but can grant Kingfisher authority to manage their accounts. The firm discloses its brokerage practices, custody arrangements, and voting policies to ensure transparency and client protection. Kingfisher has no disciplinary actions to disclose and maintains financial stability to meet client obligations. For more information, clients can contact H.K. Hallett at [email protected].