K
CRD: 324155
Kingfisher Capital Management LLC
York, ME
9173287733
$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Deutsche Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2023
- Office Locations
- 1
Office Locations
-- York ME
About Kingfisher Capital Management LLC
Kingfisher Capital Management LLC is a York-based RIA. The firm has been operating for 3 years. Managing $6.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Deutsche Bank. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Optima focus
Investment Themes
Eagle capital
Investment Vehicles
Ember
Services
Ridge foundation North legacy Optima ember
Owner & Executives
Z
ZACHARY RUBIN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #2520954
- Ownership
- 75% or more
(615) 585-3666
frontier.peak@meridiancapital.com
in linkedin.com/in/ember-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,787,000 | -- |
| Non-Discretionary | $63,000 | -- |
| Total | $6,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,850,000
Public Funds:
11.8% Equity - Exchange:
21.4% Cash:
29.7% U.S. Government/Agency:
22.2% Municipal Bonds:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,004,514,006 | 11.8% |
| Equity - Exchange | $1,821,745,739 | 21.4% |
| Cash | $2,528,310,676 | 29.7% |
| U.S. Government/Agency | $1,889,848,384 | 22.2% |
| Municipal Bonds | $1,268,411,753 | 14.9% |
| Total | $8,512,830,558 | 100.0% |