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KCM INVESTMENT ADVISORS

GREENBRAE, CA · CRD 109629 · IAPD ↗ · kcmadvisors.com · 415-461-7788

$6.02BRegulatory AUM
9Advisory reps
20Employees
0Clients
51-100Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — KCM INVESTMENT ADVISORS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — KCM INVESTMENT ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.