KCM INVESTMENT ADVISORS
SEC RegisteredStriking the Right Balance
About the firm
Located in the San Francisco Bay Area, KCM Investment Advisors has provided wealth management services, in a fiduciary capacity, since 1996. KCM offers customized wealth management, financial planning, retirement planning, and family office services. KCM manages $6.0 billion dollars as of September 22, 2025, for individuals, families, trusts, businesses, nonprofit organizations and pension plans in the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized wealth management, financial planning, retirement planning, and family office services. Investment expertise includes common stock, fixed income, balanced accounts, and preferred stock.
Who they serve
Individuals, families, trusts, businesses, nonprofit organizations and pension plans in the United States, with a focus on high net worth individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 400 | $229M |
| High Net Worth Individuals | 1,092 | $5.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 43 | $87M |
| State/Municipal Entities | 37 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Cash Management | 0.50% |
| Investment Grade Fixed Income | 0.50% |
| Equities, ADRs, ETFs, ETNs | 0.90% |
| Open and Closed-End Mutual Funds, Preferred Stock and Hybrid Securities | 0.90% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KCM INVESTMENT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched