Kingfisher Capital, proudly part of Mercer Advisors Revenue
Investment Management • 
Charlotte, North Carolina, United States • 1-10 Employees
Kingfisher Capital, proudly part of Mercer Advisors revenue & valuation
| Annual revenue | $2,500,000 |
| Revenue per employee | $358,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $8,000,000 |
| Total funding | No funding |
Key Contacts at Kingfisher Capital, proudly part of Mercer Advisors
Bill Calfee
Senior Director
Worth Calfee
Sr. Director
Company overview
| Headquarters | 201 South College Street, Suite 2250, Charlotte, North Carolina 28224, US |
| Phone number | +18889201320 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Wealth & Financial Planning, Asset Management, Retirement Planning, Corporate Bonds, Business Consulting, Estate Planning, Foundations, Trusts & Estates, Family Office Services, Securities Research, Simplicity, Global Tactical Investing, Water Investing |
| Founded | 1989 |
| Employees | 1-10 |
| Socials |
About Kingfisher Capital, proudly part of Mercer Advisors
We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023. Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management and financial planning firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology: https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1& For more information, visit www.merceradvisors.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Kingfisher Capital, proudly part of Mercer Advisors has never raised funding before.
Kingfisher Capital, proudly part of Mercer Advisors Tech Stack
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