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KINGFISHER CAPITAL, LLC

CHARLOTTE, NC · CRD 150484 · IAPD ↗ · kingfishercapital.com · 704-333-1710

$606.8MRegulatory AUM
6Advisory reps
7Employees
7Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — KINGFISHER CAPITAL, LLC (CHARLOTTE, NC) left the SEC roster (was $606.8M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
April 2024 — KINGFISHER CAPITAL, LLC changed its website from kingfishercapllc.com to kingfishercapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.