Mercer Advisors acquired Kingfisher Capital in October 2023. Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm with over over 1,100 employees and $63Bn in assets under management. For more information, visit www.merceradvisors.com.
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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 201 South College Street,
- Phone
- 800.338.1710
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- kingfishercapital.com
- Keywords
- Asset Management, Corporate Bonds, Wealth & Financial Planning, Water investing, Securities Research, Retirement Planning, Trusts & Estates, Global Tactical Investing, Family Office Services, Estate Planning, Business Consulting, Investments, Foundations, Simplicity.
- HQ
- Charlotte, North Carolina
Kingfisher Capital, Proudly Part Of Mercer Advisors Questions
Kingfisher Capital, Proudly Part Of Mercer Advisors's helpline number is 800.338.1710
Kingfisher Capital, Proudly Part Of Mercer Advisors's website is kingfishercapital.com
Kingfisher Capital, Proudly Part Of Mercer Advisors's LinkedIn profile is https://www.linkedin.com/company/kingfisher-capital
Kingfisher Capital, Proudly Part Of Mercer Advisors has
7 employees.
View email and phone details for 7
employees at Kingfisher Capital, Proudly Part Of Mercer Advisors.
Kingfisher Capital, Proudly Part Of Mercer Advisors's industry is
Investment Management
Kingfisher Capital, Proudly Part Of Mercer Advisors's top competitors are
Eastover Capital Management,
Bragg Financial,
Wedge Capital Management® L.l.p.,
Ridgemont Equity Partners,
Stamos Capital Partners, L.p.,
Horizon,
Novare Capital Management,
Corrum Capital Management Llc,
Biltmore Family Office, Llc,
Sterling Capital Management Llc.
Kingfisher Capital, Proudly Part Of Mercer Advisors's categories are Investment Management
Kingfisher Capital, Proudly Part Of Mercer Advisors's founding year is 1989
