KCM INVESTMENT ADVISORS, LLC

KCM INVESTMENT ADVISORS
GREENBRAE, California·5 registered advisors·CRD# 109629
SEC# 801-553950415-461-7788
01

Firm Overview

AUM
$5.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at KCM INVESTMENT ADVISORS, LLC

5 registered advisors
Jason Love
GREENBRAE, California
Jay Aubrey Kellett
GREENBRAE, California
John Crawford Pogue
GREENBRAE, California
Loni L Tankoos
GREENBRAE, California
Patricia Ann Small
SAN RAFAEL, California
05

Office Locations

GREENBRAE, California
4 advisors
SAN RAFAEL, California
1 advisor

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Data sourced from SEC Form ADV filings. KCM INVESTMENT ADVISORS, LLC (CRD# 109629) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.