|
⚲
|
| Kingfisher Capital LLC
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|
|
|---|---|
| CRD # | 150484 |
| SEC # | 801-70267 |
| CIK # | 0001483170 |
| AUM | $603.0 MM (2023-02-23) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 704-333-1710 |
| Address | 201 South College Street Charlotte, NC 28244 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001483170 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 13.8 | |
| Microsoft Corp | 1,918,222.4 | 7.7 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 6.9 | |
| Abbott Laboratories | 187,298.3 | 6.8 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 6.7 | |
| Apollo Global Management Inc | 29,452.5 | 6.6 | |
| Public Storage | 54,670.2 | 6.2 | |
| Intuit Inc | 108,963.5 | 6.1 | |
| HCA Holdings Inc | 51,952.1 | 5.5 | |
| Danaher Corp /DE/ | 183,136.1 | 5.5 | |
| Alphabet Inc | 1,475,138.5 | 5.3 | |
| American Water Works Company Inc | 26,372.4 | 5.3 | |
| Deere & Co | 94,490.3 | 5.3 | |
| Sherwin Williams Co | 58,089.9 | 5.1 | |
| O Reilly Automotive Inc | 41,441.2 | 5.1 | |
| Progressive Corp/Oh/ | 67,509.2 | 4.9 | |
| Nvidia Corp | 399,550.0 | 4.8 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 4.7 | |
| EOG Resources Inc | 69,295.8 | 4.6 | |
| Qualcomm Inc/DE | 147,392.0 | 4.6 | |
| Lockheed Martin Corp | 111,953.9 | 4.5 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 64.9 |
| (b) Individuals (high net worth individuals) | 111 | 388.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 31.0 |
| (h) Charitable organizations | 10 | 12.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 106.3 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 603.0 |
| By Discretionary | ||
| Discretionary | 702 | 603.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 603.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.0 | |
| Total | 702 | 603.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001483170] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aviance Capital Partners LLC
✚
|
FL | 0.6 |
|
Northwest Wealth Management LLC
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|
IA | 0.6 |
|
Affinity Wealth Management LLC
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|
DE | 0.6 |
|
Lexaurum Advisors LLC
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|
KS | 0.6 |
|
Archer Investment Corporation
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|
IN | 0.6 |
|
Aegis Wealth Management LLC
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|
MD | 0.6 |
|
Havenshare Financial LLC
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|
TX | 0.6 |
|
Kearns & Associates LLC
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|
CA | 0.6 |
|
Capital Insight Partners LLC
✚
|
AZ | 0.6 |
|
Amerant Investments Inc
✚
|
FL | 0.6 |