# KCM Investment Advisors

> KCM Investment Advisors is an SEC-registered investment advisory firm in Greenbrae, CA, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 109629
- Filed as: KCM INVESTMENT ADVISORS
- Legal name: KCM Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenbrae, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109629
- AdvisorCensus page: https://advisorcensus.com/firm/kcm-investment-advisors-greenbrae-ca-109629

## Quick answers

**How is KCM Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), KCM Investment Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is KCM Investment Advisors located?**
KCM Investment Advisors' principal office is in Greenbrae, CA, according to its Form ADV.

**Is KCM Investment Advisors registered with the SEC or a state?**
KCM Investment Advisors is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109629.

**How much does KCM Investment Advisors manage?**
KCM Investment Advisors reports $6,018,305,492 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have KCM Investment Advisors' assets and staff changed since 2021?**
In the Form ADV data for KCM Investment Advisors: Regulatory assets under management: $4,873,228,594 in the October 2021 data and $6,018,305,492 in the October 2026 data, up 23%. Total employees: 18 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does KCM Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,092); individuals (other than high net worth individuals) (400); pension and profit sharing plans (but not the plan participants or government pension plans) (43).

**Which custodians does KCM Investment Advisors use?**
KCM Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does KCM Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109629

**What changed in KCM Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Minimum annual fee: $5,000

> KCM charges a minimum fee of $5,000 per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $6,018,305,492
- Discretionary: $6,018,305,492
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 400 | $228,566,624 |
| High net worth individuals | 1,092 | $5,097,573,138 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 43 | $87,244,186 |
| Charitable organizations | 37 | $344,076,493 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 26 | $260,845,051 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1998 (28 years)
- Employees: 20 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, GA, HI, IA, ID, IL, LA, MA, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kcmadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,873,228,594 | 18 | August 27, 2021 |
| October 2022 | $5,327,281,704 | 18 | April 4, 2022 |
| October 2023 | $5,181,125,856 | 20 | August 17, 2023 |
| October 2024 | $5,304,768,845 | 20 | May 23, 2024 |
| October 2025 | $5,851,809,754 | 20 | March 28, 2025 |
| October 2026 | $6,018,305,492 | 20 | March 30, 2026 |

Regulatory assets under management: $4,873,228,594 in the October 2021 data and $6,018,305,492 in the October 2026 data, up 23%.
Total employees: 18 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in IL.

### January 2026
- No longer registered or notice-filed in CO, IL, MN, OK, VT, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KCM Investment Advisors (CRD 109629): Form ADV filing data as of October 2026.