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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- GlacierPrime
- Established Date
- 07-01-1996
- Office Locations
- 1
Office Locations
About KCM Investment Advisors
KCM Investment Advisors is a San Francisco Bay Area fiduciary wealth manager (serving clients since 1996) providing customized wealth management, financial planning, retirement planning, and family office services for high net worth individuals. Portfolios are built in-house across quality equities, balanced stock/bond allocations, tax-efficient fixed income, and diversified preferred stock income, supported by the firm’s exclusive analytical tools.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAY AUBREY KELLETT
Chief Executive Officer, Chief Investment Officer, Investment Advisor
- CRD
- --
- Ownership
- 75% or more
Jason Love
CHIEF TECHNOLOGY OFFICER, Director
- CRD
- --
- Ownership
- Less than 5%
Foundation oak
Glacier signal
- CRD
- #21984
- Ownership
- 29.5%
Showing 2 of 4 owners & executives
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GUY JON BENSTEAD
Investment Advisor, Managing Member
- CRD
- #1179261
MICHELLE LORRAINE DURGY
Investment Advisor
- CRD
- #3274680
Glacier momentum
Atlas ember
- CRD
- #81810
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,018,305,492 | $1,753,586 |
| Non-Discretionary | $0 | -- |
| Total | $6,018,305,492 | $1,753,586 |
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Separately Managed Accounts
Total SMA Asset: $6,018,305,492
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $206,813,743 | 9.2% |
| Municipal Bonds | $283,244,909 | 12.6% |
| Public Funds | $519,282,333 | 23.1% |
| U.S. Government/Agency | $292,236,811 | 13.0% |
| Corporate - Investment Grade | $150,614,356 | 6.7% |
| Cash | $170,846,136 | 7.6% |
| Corporate - Non-Investment Grade | $624,937,180 | 27.8% |
| Total | $2,247,975,468 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION BRIDGE | FRONTIER BEACON | 3QL16O0EX | GVXB | 9.02% | $38,441,137 |
| VECTOR VALUE | TIMBER HORIZON | FN66A5L70 | LOBY | 9.68% | $57,474,854 |
| VERTEX LEGACY MATRIX | DELTA RADIAL | XJKTLNU23 | CMF | 9.29% | $68,811,032 |
| SIGNAL ELEMENT | FOUNDATION CREST | 08FO3AG78 | BJDQ | 0.97% | $100,103,955 |
| FOCUS EAGLE | VECTOR VITAL | U4C2N2052 | JXND | 9.52% | $57,901,079 |
| TIMBER HARBOR EMBER | LEGACY FUSION | Y9631YJTA | WIN | 1.11% | $38,236,958 |
| ALPHA EAGLE | BRIDGE UNISON | KWFFVV1A0 | EQQ | 7.23% | $68,891,118 |
| UNISON MOMENTUM | EAGLE BRIDGE | 8SPA65OPZ | UQPK | 7.45% | $104,027,577 |