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 registered investment adviser operating as an LLC since 1998. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and is structured under individual ownership rather than as part of a larger capital allocator or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Jason Love
Chief Technology OfficerCRD 6818228
Loni Tankoos
Chief Operating Officer and Chief Compliance OfficerCRD 5146147
Contacts
3 of 8
Raymond 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 158Active vs passive
$2.5B in ETFs
100%
$2.5B
<1%
$7.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $258M | 1,355,853 | 10.33% |
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
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