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Kingfisher acquires WealthTrust office

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Kingfisher Capital has purchased the assets of the Charlotte, North Carolina office of WealthTrust Advisors.

Kingfisher Capital has purchased the assets of the Charlotte, North Carolina office of WealthTrust Advisors.

Kingfisher Capital is an independent, SEC registered investment adviser, providing money management for select individuals, families and institutions. The firm was formed in 2009 by its managing partners HK Hallett (pictured) and Alex Miles, who formerly served as managing directors at WealthTrust Advisors in Charlotte.

‘The move re-establishes our legacy as a thoughtful and independent, money management boutique,’ says Hallett.

Kingfisher remains one of the few money and investment advisory houses in its region focused entirely on building investment portfolios internally from the bottom up.

Kingfisher Capital has retained key employees of the Charlotte office in the transaction including senior research analyst Brian Smyth, director of business development William Grasty, operations manager and head tader Virginia ‘Ginny’ Starnes, and client services manager Carol Layton.

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