Kcm Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenbrae, CA. Its latest Form ADV filing, dated March 30, 2026, reports $6.0B in regulatory assets under management, 20 employees, and 3,432 accounts.
Assets Under Management
$6.0B
Employees
20
Offices
--
Total Clients
1,598
Primary office
GREENBRAE, CA
300 DRAKES LANDING ROAD, SUITE 210, GREENBRAE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.3% of total clients.
Top client categories% of clientsClients
1
HNWI
68.3%
1,092
2
Individuals
25.0%
400
3
Pension Plans
2.7%
43
4
Charitable
2.3%
37
5
Corporations
1.6%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.0Bas of March 30, 2026
Discretionary100.0%
$6.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.0B
Total Accounts3,432
10Y AUM Change+$2.2B (+55.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee80:1
10Y Employee Change+4 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.