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Kingfisher Capital, a prominent and independently managed financial services firm, is devoted to serving select families and institutions. With nearly three decades of experience, they excel in helping clients establish goals, manage risks, and solve intricate challenges within personal, business, and philanthropic ventures.
Inspired by the legendary Kingfisher bird's ability to calm the seas, Kingfisher Capital strives to maximize value across all aspects of clients' lives. Their comprehensive services encompass Wealth Management, Business Exit Planning, Private Client Insurance Solutions, and more. Their mission is to protect and enhance wealth, ensuring security, lifestyle, and a lasting legacy for affluent families, professionals, and businesses.
What sets Kingfisher Capital apart is their commitment to independence, flexibility, security, transparency, experience, and technology. As fiduciaries, they prioritize clients' interests and employ a research-driven approach to money management.
With a team led by Managing Partners Alexander B. Miles and H.K. Hallett, Kingfisher Capital combines expertise in investments, wealth management, and consultative services. Their integrated model empowers clients to pursue their financial ambitions while building a lasting partnership founded on accountability and trust.
In essence, Kingfisher Capital is a symbol of prosperity, embodying a deep understanding of clients' diverse needs and goals, and offering tailored solutions that calm financial waters and set the course for a prosperous future.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
150484 | 6 |