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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 2.8%, from $5.9B to $6.0B.
Across 5 reported observations, AUM increased 13.0% between November 29, 2022 and March 30, 2026, from $5.3B to $6.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 1,598 clients, or 177.6 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full KCM Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
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
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
SMA allocation detail is available
KCM Investment Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
KCM Investment Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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