Kingfisher Capital, proudly part of Mercer Advisors logo

Kingfisher Capital, proudly part of Mercer Advisors Employee Directory

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.

Find Kingfisher Capital, proudly part of Mercer Advisors employees' phone numbers or email addresses

Kingfisher Capital, proudly part of Mercer Advisors Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Kingfisher Capital, proudly part of Mercer Advisors's Leadership

  • Stylized image of a person
    B. C.
    Senior Director
    Phone icon
  • Stylized image of a person
    V. S.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    C. C.
    Manager Of Office Administration
    Phone icon
  • Stylized image of a person
    R. S.
    Manager Of Office Operations
    Phone icon
  • Stylized image of a person
    R. S.
    Manager Of Office Operations
    Phone icon
  • Stylized image of a person
    S. M.
    Manager, Customer Success
    Phone icon
  • Stylized image of a person
    B. H.
    Principal
    Phone icon

Kingfisher Capital, proudly part of Mercer Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Kingfisher Capital, proudly part of Mercer Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Senior Director
    Phone icon
    United StatesFlorida
    Feb 16, 2026
  • Stylized image of a person
    V. S.
    Director Of Operations
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    C. C.
    Manager Of Office Administration
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. S.
    Manager Of Office Operations
    Phone icon
    United StatesNorth Carolina
    Sep 12, 2024
  • Stylized image of a person
    R. S.
    Manager Of Office Operations
    Phone icon
    UNITED STATES
    Jun 22, 2025
  • Stylized image of a person
    S. M.
    Manager, Customer Success
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    B. H.
    Principal
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Kingfisher Capital, proudly part of Mercer Advisors known for?

Minus sign iconPlus sign icon
Kingfisher Capital, proudly part of Mercer Advisors was founded in 1989 operates in the Investment Management industry. The company's main headquarters is located in 201 South College Street Suite 2250 Charlotte, North Carolina 28224 United States; you can contact the main corporate office by phone at . Explore Kingfisher Capital, proudly part of Mercer Advisors's company overview page for more information.

What is Kingfisher Capital, proudly part of Mercer Advisors's most common email format?

Minus sign iconPlus sign icon
Kingfisher Capital, proudly part of Mercer Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kingfisher Capital, proudly part of Mercer Advisors email formats with LeadIQ.

How many employees does Kingfisher Capital, proudly part of Mercer Advisors have currently?

Minus sign iconPlus sign icon
Kingfisher Capital, proudly part of Mercer Advisors has approximately 7 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Kingfisher Capital, proudly part of Mercer Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Kingfisher Capital, proudly part of Mercer Advisors's key employees include:

  • Senior Director: B. C.
  • Director Of Operations: V. S.
  • Manager Of Office Administration: C. C.
  • Manager Of Office Operations: R. S.
  • Manager Of Office Operations: R. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.