KCM INVESTMENT ADVISORS, LLC
Legal name: KCM INVESTMENT ADVISORS
CRD #109629 SEC #801-55395 GREENBRAE, CA 415-461-7788
SEC Registered
Total AUM
$5.9B
Discretionary
$5.9B
Employees
20
Clients
51
Accounts
3,579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.9B | $5.9B | $0 | 20 | 0 |
| May 2024 | $5.3B | $5.3B | $0 | 20 | 0 |
| Apr 2024 | $5.3B | $5.3B | $0 | 20 | 0 |
| Apr 2024 | $5.3B | $5.3B | $0 | 20 | 0 |
| Mar 2024 | $5.3B | $5.3B | $0 | 20 | 0 |
| Aug 2023 | $5.2B | $5.2B | $0 | 20 | 0 |
| Aug 2023 | $5.2B | $5.2B | $0 | 20 | 0 |
| Apr 2023 | $5.2B | $5.2B | $0 | 20 | 0 |
| Mar 2023 | $5B | $5B | $0 | 20 | 0 |
| Feb 2023 | $5B | $5B | $0 | 20 | 0 |
| Jan 2023 | $5B | $5B | $0 | 20 | 0 |
| Nov 2022 | $5.3B | $5.3B | $0 | 18 | 0 |
| Apr 2022 | $5.3B | $5.3B | $0 | 18 | 0 |
| Mar 2022 | $5.3B | $5.3B | $0 | 18 | 0 |
| Aug 2021 | $4.9B | $4.9B | $0 | 18 | 0 |
| Jul 2021 | $4.9B | $4.9B | $0 | 18 | 0 |
| Jun 2021 | $4.9B | $4.9B | $0 | 18 | 0 |
| Apr 2021 | $4.9B | $4.9B | $0 | 18 | 0 |
| Mar 2021 | $4.9B | $4.9B | $0 | 18 | 0 |
| Oct 2020 | $4.6B | $4.6B | $0 | 16 | 0 |
| Jul 2020 | $4.6B | $4.6B | $0 | 16 | 0 |
| May 2020 | $4.6B | $4.6B | $0 | 16 | 0 |
| Mar 2020 | $4.6B | $4.6B | $0 | 16 | 0 |
| Oct 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Oct 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Sep 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Jul 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Jun 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Jun 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| May 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| May 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| May 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| May 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| May 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Apr 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Mar 2019 | $4.2B | $4.2B | $0 | 16 | 0 |
| Dec 2018 | $4.2B | $4.2B | $0 | 16 | 0 |
| Jul 2018 | $4.2B | $4.2B | $0 | 16 | 0 |
| Jun 2018 | $4.2B | $4.2B | $0 | 16 | 0 |
| Mar 2018 | $4.2B | $4.2B | $0 | 16 | 0 |
| Mar 2018 | $4.2B | $4.2B | $0 | 16 | 0 |
| Mar 2018 | $3.9B | $3.9B | $0 | 16 | 0 |
| Mar 2018 | $3.9B | $3.9B | $0 | 16 | 0 |
| Jan 2018 | $3.9B | $3.9B | $0 | 16 | 0 |
| Nov 2017 | $3.9B | $3.9B | $0 | 16 | 0 |
| Jul 2017 | $3.9B | $3.9B | $0 | 16 | 1,800 |
| Mar 2017 | $3.9B | $3.9B | $0 | 16 | 1,800 |
| Nov 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Nov 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Sep 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Sep 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Jul 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| May 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Apr 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Apr 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Mar 2016 | $3.7B | $3.7B | $0 | 16 | 1,800 |
| Oct 2015 | $3.4B | $3.4B | $0 | 16 | 1,300 |
| Jun 2015 | $3.4B | $3.4B | $0 | 16 | 1,300 |
| Apr 2015 | $3.4B | $3.4B | $0 | 16 | 1,300 |
| Mar 2015 | $3.4B | $3.4B | $0 | 16 | 1,300 |
| Apr 2014 | $3B | $3B | $0 | 10 | 1,000 |
| Apr 2014 | $3B | $3B | $0 | 10 | 1,000 |
| Apr 2014 | $3B | $3B | $0 | 10 | 1,000 |
| Aug 2013 | $2.8B | $2.8B | $0 | 10 | 1,000 |
| May 2013 | $2.8B | $2.8B | $0 | 10 | 1,000 |
| May 2013 | $2.8B | $2.8B | $0 | 10 | 1,000 |
| Apr 2013 | $2.4B | $2.4B | $0 | 10 | 1,000 |
| Dec 2012 | $2.4B | $2.4B | $0 | 10 | 1,000 |
| Nov 2012 | $2.4B | $2.4B | $0 | 10 | 1,000 |
| Jun 2012 | $2.4B | $2.4B | $0 | 11 | 1,000 |
| Apr 2012 | $2.4B | $2.4B | $0 | 11 | 1,000 |
| Mar 2012 | $2.4B | $2.4B | $0 | 11 | 1,000 |
| Jul 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Apr 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Sep 2010 | $2.6B | $2.6B | $0 | -- | -- |
| Jun 2010 | $2.6B | $2.6B | $0 | -- | -- |
| Sep 2009 | $2.2B | $2.2B | $0 | -- | -- |
| Mar 2009 | $2.2B | $2.2B | $0 | -- | -- |
| Jan 2007 | $2B | $2B | $0 | -- | -- |
| Mar 2006 | $1.6B | $1.6B | $500K | -- | -- |
| Jun 2005 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2004 | $891.2M | $891.2M | $0 | -- | -- |
| Apr 2002 | $619.2M | $619.2M | $0 | 10 | -- |
| Aug 2001 | $432.5M | $432.5M | $0 | 10 | -- |
DateMar 2025
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees20
Clients0
DateMay 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees20
Clients0
DateApr 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees20
Clients0
DateApr 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees20
Clients0
DateAug 2023
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees20
Clients0
DateAug 2023
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees20
Clients0
DateApr 2023
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients0
DateFeb 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients0
DateJan 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients0
DateNov 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees18
Clients0
DateApr 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees18
Clients0
DateAug 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees18
Clients0
DateJul 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees18
Clients0
DateJun 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees18
Clients0
DateApr 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees18
Clients0
DateOct 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees16
Clients0
DateMay 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees16
Clients0
DateOct 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateOct 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateSep 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateJul 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateJun 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateJun 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateApr 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateDec 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateJul 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateJun 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees16
Clients0
DateJan 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees16
Clients0
DateNov 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees16
Clients0
DateJul 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees16
Clients1,800
DateMar 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees16
Clients1,800
DateNov 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateNov 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateSep 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateSep 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateJul 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateMay 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateApr 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateApr 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateMar 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees16
Clients1,800
DateOct 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees16
Clients1,300
DateJun 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees16
Clients1,300
DateApr 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees16
Clients1,300
DateMar 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees16
Clients1,300
DateApr 2014
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees10
Clients1,000
DateApr 2014
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees10
Clients1,000
DateApr 2014
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees10
Clients1,000
DateAug 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees10
Clients1,000
DateMay 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees10
Clients1,000
DateMay 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees10
Clients1,000
DateApr 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees10
Clients1,000
DateDec 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees10
Clients1,000
DateNov 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees10
Clients1,000
DateJun 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees11
Clients1,000
DateApr 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees11
Clients1,000
DateMar 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees11
Clients1,000
DateJul 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$500K
Employees--
Clients--
DateJun 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$891.2M
Discretionary$891.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$432.5M
Discretionary$432.5M
Non-Disc.$0
Employees10
Clients--