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KCM INVESTMENT ADVISORS
KCM INVESTMENT ADVISORS, LLC
CRD 109629 · SEC 801-55395
300 DRAKES LANDING ROAD, SUITE 210, GREENBRAE, CA, 94904, United States
Phone
415-461-7788
Fax
415-461-3531
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.02B
Discretionary AUM
$6.02B
Team
20 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $228.6M |
| High net worth individuals | 1092 | $5.10B |
| Pension/profit sharing plans | 43 | $87.2M |
| Charitable organizations | 37 | $344.1M |
| Corporations/business entities | 26 | $260.8M |
States served
AZ, CA, GA, ID, IL, IA, LA, MA, MT, NE, NV, NM, NY, NC, OH, OR, PA, UT, VA, WY, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD