Kcm Investment Advisors
Greenbrae, CA·SEC-registered · CRD #109629
Kcm Investment Advisors is an SEC-registered investment advisory firm in Greenbrae, CA managing $6.0B across 3.4k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.0B
Client accounts
3.4k
Advisory staff
9
Fee model
Fee-only
How Kcm Investment Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Kcm Investment Advisors
How much does Kcm Investment Advisors manage?
Per its most recent SEC Form ADV filing (03/30/2026), Kcm Investment Advisors reports $6.0B in regulatory assets under management across roughly 3.4k client accounts.
How does Kcm Investment Advisors charge?
Kcm Investment Advisors is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Kcm Investment Advisors a fiduciary?
Yes. Kcm Investment Advisors is registered with the U.S. Securities and Exchange Commission (CRD #109629), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Kcm Investment Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Kcm Investment Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenbrae, CA
Profile compiled from Kcm Investment Advisors's public SEC Form ADV filing (CRD #109629, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Kcm Investment Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Kcm Investment Advisors? Claim this profile.