Kcm Investment Advisors, Llc
- Regulatory AUM
- $6.0B
- Discretionary
- $6.0B
- Clients
- 1,598
- Avg AUM / client
- $3.8M
- Accounts
- 3,432
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 393 positions, $3,012,965,196)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $213,133,305 | 839,802 | 7.07% | 3.54% |
| 2 | Select Sector Spdr Tr | STATE STREET TEC | $179,229,044 | 1,348,601 | 5.95% | 2.98% |
| 3 | Costco Wholesale Corporation | COM | $111,983,662 | 112,385 | 3.72% | 1.86% |
| 4 | Microsoft Corp | COM | $107,154,141 | 289,473 | 3.56% | 1.78% |
| 5 | Alphabet Inc | CAP STK CL A | $77,740,289 | 270,345 | 2.58% | 1.29% |
| 6 | Walmart Inc | COM | $69,268,189 | 557,356 | 2.3% | 1.15% |
| 7 | Amazon Com Inc | COM | $68,543,115 | 329,107 | 2.27% | 1.14% |
| 8 | Jpmorgan Chase & Co | COM | $66,113,711 | 224,754 | 2.19% | 1.1% |
| 9 | Chevron Corporation | COM | $65,090,686 | 314,600 | 2.16% | 1.08% |
| 10 | Nvidia Corporation | COM | $64,540,494 | 370,072 | 2.14% | 1.07% |
| 11 | Select Sector Spdr Tr | STATE STREET COM | $55,204,761 | 497,968 | 1.83% | 0.92% |
| 12 | Select Sector Spdr Tr | STATE STREET CON | $54,075,587 | 496,197 | 1.79% | 0.9% |
| 13 | Vanguard World Fd | INF TECH ETF | $53,298,450 | 76,389 | 1.77% | 0.89% |
| 14 | Select Sector Spdr Tr | STATE STREET HEA | $47,885,014 | 326,615 | 1.59% | 0.8% |
| 15 | Visa Inc | COM CL A | $45,760,580 | 151,405 | 1.52% | 0.76% |
| 16 | Johnson & Johnson | COM | $45,534,327 | 186,280 | 1.51% | 0.76% |
| 17 | Home Depot Inc | COM | $44,936,946 | 136,632 | 1.49% | 0.75% |
| 18 | Vanguard World Fd | COMM SRVC ETF | $44,604,586 | 248,024 | 1.48% | 0.74% |
| 19 | Select Sector Spdr Tr | STATE STREET IND | $44,259,399 | 273,662 | 1.47% | 0.74% |
| 20 | Waste Mgmt Inc Del | COM | $42,525,867 | 185,064 | 1.41% | 0.71% |
| 21 | Select Sector Spdr Tr | STATE STREET FIN | $42,459,849 | 860,033 | 1.41% | 0.71% |
| 22 | Alphabet Inc | CAP STK CL C | $41,814,622 | 145,767 | 1.39% | 0.69% |
| 23 | Select Sector Spdr Tr | STATE STREET ENE | $39,606,118 | 646,525 | 1.31% | 0.66% |
| 24 | Trane Technologies Plc | SHS | $39,414,939 | 94,579 | 1.31% | 0.65% |
| 25 | Caterpillar Inc | COM | $34,909,230 | 49,275 | 1.16% | 0.58% |
Top 25 of 393 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 400 | $229M | 3.8% |
| High net worth individuals | 1,092 | $5.1B | 84.7% |
| Pension and profit sharing plans | 43 | $87.2M | 1.45% |
| Charitable organizations | 37 | $344M | 5.72% |
| Corporations and other businesses | 26 | $261M | 4.33% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kellett, Jay, Aubrey | Ceo And Cio | Jul 1996 (30y) | 75% or more | |
| John Crawford Pogue | President | Jun 2017 (9y) | Less than 5% | |
| Love, Jason | Chief Technology Officer | Jan 2023 (4y) | Less than 5% | |
| Tankoos, Loni, L | Chief Compliance Officer And Director Of Operations | Apr 2023 (3y) | Less than 5% | |
| Donald Olsen Jesberg | Registered representative | Sep 2017 (9y) | ||
| John Arthur Lundin | Registered representative | Sep 2017 (9y) | ||
| Raymond James Randolph | Registered representative | Apr 2021 (5y) | ||
| Honna Manhan Li | Registered representative | CFP | Aug 2022 (4y) | |
| Michelle Lorraine Durgy | Registered representative | Mar 2024 (2y) | ||
| Guy Jon Benstead | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $5.7B (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗