Kingfisher Capital, proudly part of Mercer Advisors
Investment ManagementNorth Carolina, United States2-10 Employees
Kingfisher Capital is an investment management firm based in Charlotte, North Carolina, operating as a family office for its clients. As part of Mercer Advisors since October 2023, the firm provides wealth management and financial planning services, including investment management, family office support, retirement and distribution planning, estate and tax planning, and related trustee and trust administration activities. Serving a private-client audience, the company focuses on comprehensive, ongoing wealth management that supports multi-generational financial needs and planning objectives. The organization positions itself within the broader Mercer Advisors group, a national firm recognized for services in wealth management and financial planning, with Kingfisher Capital acting as a regional office under this umbrella. The recent development of Mercer Advisors’ acquisition of Kingfisher Capital in 2023 marks a notable expansion of Mercer’s footprint in the Charlotte area.
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