KCM Investment Advisors
kcmadvisors.com Layer unknown
KCM Investment Advisors is a wealth management firm based in the San Francisco Bay Area that has provided fiduciary wealth management, financial planning, retirement planning and family office services since 1996. It manages portfolios of common stock, fixed income, balanced accounts and preferred stock for individuals, families, trusts, businesses, nonprofits and pension plans.
KCM Investment Advisors is an asset manager headquartered in Greenbrae, United States, founded in 1996. It invests, in common stock, fixed income, balanced accounts and preferred stock. $6.0 billion dollars as of September 22, 2025 under management, as it reports.
“KCM believes in the long-term potential of the stock and bond markets to achieve financial wealth. KCM’s investment philosophy focuses on the importance of compounding growth.”
— KCM Investment Advisors, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Greenbrae, United States
- Invests in
- United States
- Sectors
- common stock, fixed income, balanced accounts, preferred stock
- Founded
- 1996
- Assets under management
- $6.0 billion dollars as of September 22, 2025
Team, as KCM Investment Advisors publishes it
- Jay A. Kellett Founder, CEO & CIO
- John C. Pogue President and Senior Portfolio Manager
- John A. Lundin Partner and Senior Portfolio Manager
- Michelle L. Durgy Partner and Senior Portfolio Manager
- Donald O. Jesberg Partner and Senior Portfolio Manager
- Guy J. Benstead Partner and Senior Portfolio Manager
- Loni L. Tankoos CCO and COO
- Raymond J. Randolph Partner and Director of Marketing
- Honna Li Certified Financial Planner
- Jason V. Love Chief Technology Officer and Equity/Preferred Trader
- Noelle D. Vranjes Director of Municipal Research and Trading
- Rob J. Byers Director of Taxable Fixed Income Trading
Names and roles exactly as listed on kcmadvisors.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page KCM Investment Advisors publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.kcmadvisors.com/name, is_investor, type, hq_country, hq_city, invests_in_geographies, sectors, thesis_quote, description, founded, aum, status
- https://www.kcmadvisors.com/team/people
Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.
Record 15423 · added 2026-10-20 · link last verified 2026-10-21 · confidence medium
Similar investors
- Allspring Global InvestmentsAsset manager · Charlotte, United States
- American Beacon AdvisorsAsset manager · Irving, United States
- Applied Investment Strategies, LLCAsset manager · Amarillo, United States
- Asset Management One USA Inc.Asset manager · New York, United States
- Black Swift Group, LLCAsset manager · Not applicable · Boulder, United States
- National Investment ServicesAsset manager · Chicago, United States