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Kingfisher Investors LLC (Westport)


Kingfisher Investors LLC is an adviser based in Westport. It manages $29.21 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.




Kingfisher Investors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kingfisher Investors: assets under management

The assets under management (AUM) of Kingfisher Investors LLC is $29.21 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.11 million in discretionary accounts and $14.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.78 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.7 million.
Kingfisher Investors has custody of $3.91 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kingfisher Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Kingfisher Investors LLC performs its advisory services is located at 256 Post Road East, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-227-5464 or by fax 203-226-7386. The normal business hours are 9:00-5:00 on Monday - Friday.


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