Investment adviser · CRD 109629

KCM INVESTMENT ADVISORS

Investment adviser filing (IA)

KCM INVESTMENT ADVISORS, LLC

GREENBRAE, CA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $6.02B
Client accounts: 3,432
Employees: 20
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,092	$5,097,573,138	84.7%
Charities	37	$344,076,493	5.7%
Corporations & businesses	26	$260,845,051	4.3%
Individuals	400	$228,566,624	3.8%
Retirement plans	43	$87,244,186	1.4%

Filing source

Form ADV 2063590 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CEDAR RIDGE INVESTORS FUND I, LPHedge Fund · Last reported Mar 31, 2022$14.3MGross asset value

Form D fundraising filings

CEDAR RIDGE INVESTORS FUND I LP

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MARCUM, LLP GREEWICH, Connecticut, United States

Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MARCUM, LLP
PCAOB 688

J.P. MORGAN CLEARING CORP.
SEC 8-43724

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

Fund details & source

Fund ID: 805-1706560959
Reported beneficial owners: 18
Minimum commitment: $50K
Form D file number: 021-69014

Form ADV 1624000 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

300 DRAKES LANDING ROAD, SUITE 210
GREENBRAE, CA, 94904, United States

CRD 109629

Filing source

Form ADV 2063590 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.