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Kcm Investment Advisors, LLC

● SEC registered since 1998CRD 109629SEC# 801-55395Greenbrae, CA
Export (members)
Reg. AUM
$5.85B
Employees
20
Accounts
3,579
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 $5.9 billion in regulatory assets under management and employs 20 people.
www.kcmadvisors.comView on SEC.gov ↗

Kcm Investment Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jason LoveChief Technology OfficerUnder 5%2023
Jay Aubrey Kellett ControlCeo And CioOver 75%1996
John Crawford Pogue ControlPresidentUnder 5%2017
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Frequently asked questions

How much does Kcm Investment Advisors, LLC manage?

Kcm Investment Advisors, LLC reports $5.9 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

Address300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904
Phone415-461-7788
Fax415-461-3531
Office hours6 a.m. To 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1109228
Discloses disciplinary historyNo

Assets under management

Discretionary$5.85B
Non-discretionary$0
Total (RAUM)$5.85B