KCM INVESTMENT ADVISORS
Firm details
- Headquarters
- GREENBRAE, California
- CRD number
- 109629
- Registered since
- May 8, 1998
- Website
- www.kcmadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.7%
- Charitable Organizations5.72%
- Corporations / Businesses4.33%
- Individuals3.8%
- Pension & Profit Sharing Plans1.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
KCM Investment Advisors is an independent, SEC-registered RIA organized as an LLC and operating since 1998. The firm is owner-managed and charges clients on a percentage-of-AUM basis. Its client mix spans high-net-worth individuals and families as well as institutional relationships. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. KCM does not present itself as an ESG-focused manager and is not identified as a multi-state adviser. The firm is not a capital allocator, which aligns with its use of external managers and third-party vehicles rather than operating proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- State & Local Bonds22%
- Public Funds/Mutual Funds19%
- US Government Bonds12%
- Investment Grade Corp Bonds8%
Owners & executives
2 of 2Jason Love
Chief Technology OfficerCRD 6818228
LONI TANKOOS
Chief Operating Officer and Chief Compliance OfficerCRD 5146147
Contacts
3 of 8RAYMOND RANDOLPH
PartnerCRD 1200078
MICHELLE DURGY
Partner and Senior Portfolio ManagerCRD 3274680
JAY KELLETT
FounderCRD 266653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$2.1B in ETFs
100%
$2.1B
<1%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $179M | 1,348,601 | 8.48% |
Location
GREENBRAE, CA
MARIN
Location
GREENBRAE, CA
Headquartered in GREENBRAE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 300 Drakes Landing Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
RIAGREENBRAE, CA
FAIRVIEW CAPITAL
RIAGREENBRAE, CA
SLOW CAPITAL, INC.
RIAGREENBRAE, CA
CAPITAL RESEARCH & CONSULTING LLC
RIAPASADENA, CA
PARALLAX VOLATILITY ADVISERS, L.P.
RIASAN FRANCISCO, CA
SNYDER CAPITAL MANAGEMENT LP
RIASAN FRANCISCO, CA