$29.8M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-2025
- Office Locations
- 1
Office Locations
-- Lexington MA
About KCM
KCM is a Lexington-based RIA. The firm has been operating for 1 years. Managing $29.8M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
48 AVG AGE
$29.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Premium access reveals conviction themes in wave oak prime.
Unlock to compare peer behavior around zenith optima.
Open the full profile to inspect shifts in vector matrix.
Premium access reveals conviction themes in matrix delta oak.
Full visibility includes strategy notes for vital vector glacier.
Open the full profile to inspect shifts in pioneer timber.
Open the full profile to inspect shifts in atlas unison.
Request access to benchmark trends tied to crest.
Asset Classes
Radial
Investment Themes
Prime timber Prime Oak meridian Momentum
Investment Vehicles
Focus
Services
Crest element Delta Quantum Optima value Summit
Owner & Executives
Y
YUJI KOGA
Chief Compliance Officer, Managing Member
- CRD
- #4375705
- Ownership
- 75% or more
(783) 913-2881
vital.delta@signalcapital.com
in linkedin.com/in/catalyst-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,774,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,774,614 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $29,774,614
Equity - Exchange:
5.9% Corporate - Investment Grade:
20.0% U.S. Government/Agency:
27.5% Public Funds:
10.7% Cash:
27.7% Municipal Bonds:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $403,370,229 | 5.9% |
| Corporate - Investment Grade | $1,367,356,709 | 20.0% |
| U.S. Government/Agency | $1,880,115,475 | 27.5% |
| Public Funds | $731,535,839 | 10.7% |
| Cash | $1,893,789,042 | 27.7% |
| Municipal Bonds | $560,616,250 | 8.2% |
| Total | $6,836,783,544 | 100.0% |