Kcm Investment Advisors, LLC
● SEC registered since 1998CRD 109629SEC# 801-55395Greenbrae, CA
Reg. AUM
$6.02B
Employees
20
Accounts
3,432
Location
Greenbrae, CA
Kcm Investment Advisors, LLC assets under management
Kcm Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Greenbrae, CA. The firm has been registered since 1998. It reports $6 billion in regulatory assets under management and employs 20 people.
Kcm Investment Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Love | Chief Technology Officer | Under 5% | 2023 |
| Jay Aubrey Kellett Control | Ceo And Cio | Over 75% | 1996 |
| John Crawford Pogue Control | President | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Kcm Investment Advisors, LLC manage?
Kcm Investment Advisors, LLC reports $6 billion in regulatory assets under management on its Form ADV.
How many employees does Kcm Investment Advisors, LLC have?
Kcm Investment Advisors, LLC reports 20 employees.
Where is Kcm Investment Advisors, LLC located?
Kcm Investment Advisors, LLC is based in Greenbrae, CA and has been SEC-registered since 1998.
Does Kcm Investment Advisors, LLC disclose fund performance?
Kcm Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904 |
| Phone | 415-461-7788 |
| Fax | 415-461-3531 |
| Office hours | 6 a.m. To 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1109228 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.02B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$6.02Bregulatory AUM
Discretionary $6.02B