A complete list of active advisors currently associated with KCM Investment Advisors

Warmer can help you find a great advisor at KCM Investment Advisors or one who fits your needs even better.

KCM serves a mix of individual and institutional clients, including high‑net‑worth individuals, retirees and those entering retirement, as well as corporate pensions, foundations, and endowments, providing discretionary portfolio management and integrated financial planning. The firm also acts as a sub‑advisor to other advisers and wrap sponsors and offers tailored wealth discussions and retirement planning as part of its advisory services. Investment implementation is primarily through customized allocations to equities, ETFs and individual bonds, with positions selected and monitored using fundamental, quantitative and macro/cyclical analysis; accounts are managed on a discretionary basis with periodic rebalancing and the ability to retain client‑identified “un‑managed” holdings. KCM emphasizes total‑return objectives aligned with each client’s risk profile and documents investment objectives and restrictions before implementing recommendations. What distinguishes KCM from many peers is its scale and operational model: it manages roughly $6.0 billion in discretionary assets for about 1,500 clients while operating with a relatively small advisory team, and it supplements in‑house capabilities by serving as a sub‑advisor and outsourcing proxy voting and class‑action claim processing to ISS. The firm also accepts standing letters of authorization (resulting in deemed custody under SEC rules) and follows the SEC No‑Action Letter process to address related audit requirements, reflecting an operational structure not typical for firms with comparable asset levels.

To learn more about the advisors currently working at KCM Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.