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| KCM Investment Advisors LLC
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|---|---|
| CRD # | 109629 |
| SEC # | 801-55395 |
| CIK # | 0001109228 |
| AUM | $6.0 B (2026-03-30) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 415-461-7788 |
| Address | 300 Drakes Landing Road Greenbrae, CA 94904 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001109228 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Visa Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Waste Management Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Ingersoll-Rand PLC | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Cedar Ridge Investors Fund I LP | 2012-03-30 | 14.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,092 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 0.1 |
| (h) Charitable organizations | 37 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,432 | 6.0 |
| By Discretionary | ||
| Discretionary | 3,432 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,432 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 3,432 | 6.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001109228] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arnhold LLC
✚
|
NY | 6.4 |
|
Grimes & Company Wealth Management LLC
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|
MA | 6.3 |
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Energy Income Partners LLC
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CT | 6.1 |
|
DePrince Race & Zollo Inc
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FL | 5.9 |
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American Assets Investment Management LLC
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CA | 5.9 |
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Mirae Asset Global Investments USA LLC
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NY | 5.8 |
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Dalton Investments Inc
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CA | 5.7 |
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Brave Warrior Advisors LLC
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NY | 5.6 |
|
Donald Smith & Co Inc
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|
NY | 5.6 |
|
Smead Capital Management Inc
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AZ | 5.5 |