|
⚲
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| Kingfisher Capital LLC
✚
| |
|---|---|
| CRD # | 150484 |
| SEC # | 801-70267 |
| CIK # | 0001483170 |
| AUM | $606.8 MM (2024-03-19) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 704-333-1710 |
| Address | 201 South College Street Charlotte, NC 28244 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| COST | 207,576.9 | 0.0 | |
| APO | 29,452.5 | 0.0 | |
| LLY | 301,789.7 | 0.0 | |
| TSM | 437,370.3 | 0.0 | |
| INTU | 108,963.5 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 59.3 |
| (b) Individuals (high net worth individuals) | 115 | 400.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.7 |
| (h) Charitable organizations | 11 | 13.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 130.0 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 606.8 |
| By Discretionary | ||
| Discretionary | 661 | 606.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 661 | 606.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 606.8 | |
| Total | 661 | 606.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001483170] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Morling Financial Advisors LLC
✚
|
CA | 0.6 |
|
Seneca Financial Advisors LLC
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|
NY | 0.6 |
|
Vantage Wealth Management LLC
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CA | 0.6 |
|
Lakeridge Wealth Management LLC
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OH | 0.6 |
|
Albitz/Miloe and Associates Inc
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CA | 0.6 |
|
TAP Consulting LLC
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|
MO | 0.6 |
|
Liberty Capital Management Inc
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|
MI | 0.6 |
|
Centerpoint Advisors LLC
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|
MA | 0.6 |
|
McNamara Financial Services Inc
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|
MA | 0.6 |
|
Seamount Financial Group Inc
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|
CO | 0.6 |