KCM INVESTMENT ADVISORS

Legal name: KCM INVESTMENT ADVISORS, LLC

CRD 109629File 801-55395

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$6.02B

Top 25% of cohort (national)

Discretionary AUM

$6.02B

Clients

1,598

3,432 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 8, 1998
Principal office: 300 DRAKES LANDING ROAD, SUITE 210, GREENBRAE, CA, 94904
Phone: 415-461-7788
Website: HTTP://WWW.KCMADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $6.02B
Discretionary AUM: $6.02B
Non-discretionary AUM: $0
Discretionary accounts: 3,432
Non-discretionary accounts: 0
Total accounts: 3,432
AUM per client: $3.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$260.8M
Charitable organizations	37	$344.1M
High net worth individuals	1,092	$5.10B
Pension and profit sharing plans	43	$87.2M
Individuals (other than high net worth individuals)	400	$228.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.