A complete list of active advisors currently associated with Kingfisher Capital Management LLC
Warmer can help you find a great advisor at Kingfisher Capital Management LLC or one who fits your needs even better.
Kingfisher Capital Management LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and ongoing monitoring primarily to high‑net‑worth individuals, documenting each client’s goals and risk tolerance in an Investment Policy Statement. The brochure shows a very small client base — three clients with roughly $6.8 million in assets under management — and indicates the firm typically recommends equities, mutual funds, fixed income and non‑U.S. securities. The firm’s investment process combines fundamental, quantitative and technical analysis with elements of modern portfolio theory and a long‑term trading orientation; investment decisions are made under discretionary authority and reviews are performed at least monthly. KCM documents risk tolerances, seeks fair allocation of opportunities across accounts, and requires clients to use a specified custodian for execution and custody services. What is distinctive for a solo independent adviser is that KCM reports advising a pooled investment vehicle — a client type that is uncommon among peers — while not serving non‑high‑net‑worth individual clients. The firm also requires use of Schwab Institutional custody, discloses potential soft‑dollar benefits and maintains a written Code of Ethics and policies to address personal trading and conflicts of interest.
To learn more about the advisors currently working at Kingfisher Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
York, ME
| 25
|
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