KI
KCM INVESTMENT ADVISORS
SEC RegisteredGREENBRAE, CAhttps://kcmadvisors.com415-461-7788
Assets Under Management
$5B–$25B
Employees
20
Office Locations
1 office
Total Accounts
3432
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Who they serve
| 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
Jay Aubrey Kellett
CEO
Office locations
1 office in 1 state
CA
GREENBRAEHQ
Advisors at this firm
7 advisors in the directory
Guy Jon Benstead
Investment Adviser Representative
Michelle Lorraine Durgy
Investment Adviser Representative
Donald Olsen Jesberg
Investment Adviser Representative
Honna Manhan Li
Investment Adviser Representative
John Arthur Lundin
Investment Adviser Representative
John Crawford Pogue
Investment Adviser Representative
Raymond James Randolph
Investment Adviser Representative
Regulatory & compliance
CRD number
#109629
SEC Number
801-55395
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
kcmadvisors.comPhone
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Editorial disclosure
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.