Updated September 22, 2023
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Kingfisher Capital

Investment Advisor Firm
Total assets under management$603M
Years in business35+

About Kingfisher Capital

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.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Money Management
  2. Strategic Philanthropy
  3. Education Planning
  4. Asset Protection
  5. Investment Management
  6. Financial Planning
  7. Estate Planning and Trust Services
  8. Tax Strategy

More about Kingfisher Capital

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1504846

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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