KCM Investment Advisors LLC
KCM Investment Advisors LLC is a California-based SEC-registered investment adviser headquartered in Greenbrae, CA. The firm was founded in 2000 and manages assets for high net worth individuals, individuals, pension plans, charitable organizations, and corporate clients. As of early 2025, it employs approximately 20 professionals, with 45% dedicated to investment functions.
Investment Strategy
KCM Investment Advisors LLC specializes in discretionary investment management, primarily for high net worth individuals and related institutional clients. The firm focuses on building diversified portfolios with a concentration in U.S. equities, using fundamental analysis to guide security selection. KCM aims to preserve and grow client capital through disciplined and research-driven investment processes, allocating across sectors and adapting portfolios according to broad economic trends and client objectives.
Top Holdings
Equity Positions (378)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.07% | $180.9M | 881,786 | $22.60 | $205.17 | -$18.1M |
X XLK | SELECT SECTOR SPDR TR | 5.91% | $176.1M | 695,261 | $69.11 | $253.23 | +$29.1M |
M MSFT | MICROSOFT CORP | 5.00% | $148.9M | 299,432 | $60.11 | $497.41 | +$34.9M |
C COST | COSTCO WHSL CORP NEW | 3.85% | $114.8M | 115,963 | $127.99 | $989.94 | +$4.0M |
X XLC | SELECT SECTOR SPDR TR | 2.61% | $77.9M | 717,482 | $59.96 | $108.53 | +$12.8M |