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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

KCM INVESTMENT ADVISORS

KCM INVESTMENT ADVISORS, LLC, CRD 109629

GREENBRAE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f698fb1b-ce5f-3d17-df56-5363dadb68b0

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
76 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $6.0BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.0B
Private client RAUM: $5.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $860Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,432
Individual clients: 400
High net worth clients: 1,092
Custody, client assets: $3.9B
SEC number: 801-55395
CIK: 1109228
CRD: 109629
Filings on the tape: 76
First filed: Mar 30, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CA
Website: kcmadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD OLSEN JESBERG	n/a	GREENBRAE, CA	9	45	n/a	no
JOHN ARTHUR LUNDIN	n/a	GREENBRAE, CA	9	44	n/a	no
RAYMOND JAMES RANDOLPH	n/a	GREENBRAE, CA	5	28	1	no
Honna Manhan Li	Certified Financial Planner	GREENBRAE, CA	4	30	2	no
MICHELLE LORRAINE DURGY	n/a	GREENBRAE, CA	2	26	1	no
JOHN CRAWFORD POGUE	n/a	GREENBRAE, CA	2	42	n/a	no
GUY JON BENSTEAD	n/a	GREENBRAE, CA	0	37	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CEDAR RIDGE INVESTORS FUND I, LP	Hedge Fund	$14.3M	Mar 31, 2022	18	Mar 30, 2012	dropped	021-69014

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KELLETT, JAY, AUBREY	CEO AND CIO	E	yes	07/1996	Mar 30, 2026	Mar 30, 2026
POGUE, JOHN, CRAWFORD	President	Na	yes	06/2017	Mar 30, 2026	Mar 30, 2026
TANKOOS, LONI, L	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	Na	yes	04/2023	Mar 30, 2026	Mar 30, 2026
Love, Jason	CHIEF TECHNOLOGY OFFICER	Na	no	01/2023	Jan 31, 2023	May 23, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$6.0B	$6.0B	20	9	0	n/a	n/a
2024	Mar 28, 2025	$5.9B	$5.9B	20	9	0	n/a	n/a
2023	Mar 28, 2024	$5.3B	$5.3B	20	9	0	n/a	n/a
2022	Jan 31, 2023	$5.0B	$5.0B	20	9	0	n/a	n/a
2021	Mar 31, 2022	$5.3B	$5.3B	18	10	0	1	$14.3M
2020	Mar 5, 2021	$4.9B	$4.9B	18	10	0	1	$14.3M
2019	Mar 20, 2020	$4.6B	$4.6B	16	9	0	n/a	n/a
2018	Mar 28, 2019	$4.2B	$4.2B	16	9	1	n/a	n/a
2017	Mar 27, 2018	$4.2B	$4.2B	16	9	1	n/a	n/a
2016	Mar 31, 2017	$3.9B	$3.9B	16	9	n/a	n/a	n/a
2015	Mar 31, 2016	$3.7B	$3.7B	16	9	n/a	n/a	n/a
2014	Mar 31, 2015	$3.4B	$3.4B	16	9	n/a	n/a	n/a
2013	Apr 1, 2014	$3.0B	$3.0B	10	9	n/a	n/a	n/a
2012	May 1, 2013	$2.8B	$2.8B	10	9	n/a	n/a	n/a
2011	Mar 30, 2012	$2.4B	$2.4B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.0B	$5.9B	2.8%	$5.0B	6.5%	20	20	0	0

Relationships

Registered with (9)

← GUY JON BENSTEADAdvisorregistration: current employment
Jan 22, 2026 to presentfactForm ADV
← MICHELLE LORRAINE DURGYAdvisorregistration: current employment
Mar 23, 2024 to presentfactForm ADV
← JOHN CRAWFORD POGUEAdvisorregistration: current employment
Mar 23, 2024 to presentfactForm ADV
← Honna Manhan LiAdvisorregistration: current employment
Aug 9, 2022 to presentfactForm ADV
← RAYMOND JAMES RANDOLPHAdvisorregistration: current employment
Apr 30, 2021 to presentfactForm ADV
← JOHN ARTHUR LUNDINAdvisorregistration: current employment
Sep 18, 2017 to presentfactForm ADV
← DONALD OLSEN JESBERGAdvisorregistration: current employment
Sep 7, 2017 to presentfactForm ADV
← DANIEL ROBERT D'ORAZIOAdvisorregistration: previous registration
Nov 8, 2017 to Sep 16, 2019factForm ADV
← WILLIAM LEONARD PRINCEAdvisorregistration: previous registration
Dec 10, 2013 to Sep 5, 2019factForm ADV

Controls (3)

← KELLETT, JAY, AUBREYOwnerCEO AND CIO, ownership code E, individual
Mar 30, 2012 to May 23, 2024factForm ADV
← TANKOOS, LONI, LOwnerCHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS, ownership code NA, individual
Apr 28, 2023 to May 23, 2024factForm ADV
← POGUE, JOHN, CRAWFORDOwnerPRESIDENT, ownership code NA, individual
May 1, 2019 to May 23, 2024factForm ADV

Owns (1)

← Love, JasonOwnerCHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Jan 31, 2023 to May 23, 2024factForm ADV

Advises (1)

→ CEDAR RIDGE INVESTORS FUND I, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 31, 2022factForm ADV

Dated events

Occurred
Apr 28, 2023
Control person joined
L Loni Tankoos (Chief Compliance Officer And Director Of Operations) appeared on Schedule A of Kcm Investment Advisors
Form ADVobserved 4 days ago
Occurred
Jul 15, 2021
Control person left
Marie Janice Powell (Chief Compliance Officer) no longer on Schedule A of Kcm Investment Advisors (listed 2021-06-14, absent 2021-07-15)
Form ADVobserved 4 days ago
Occurred
Jun 14, 2021
Control person joined
Marie Janice Powell (Chief Compliance Officer) appeared on Schedule A of Kcm Investment Advisors
Form ADVobserved 4 days ago
Occurred
May 1, 2019
Control person joined
Crawford John Pogue (President) appeared on Schedule A of Kcm Investment Advisors
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f698fb1b-ce5f-3d17-df56-5363dadb68b0
First observed: Mar 30, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KCM INVESTMENT ADVISORS

KCM INVESTMENT ADVISORS, LLC, CRD 109629

GREENBRAE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f698fb1b-ce5f-3d17-df56-5363dadb68b0

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD OLSEN JESBERG

n/a

GREENBRAE, CA

n/a

JOHN ARTHUR LUNDIN

n/a

GREENBRAE, CA

n/a

RAYMOND JAMES RANDOLPH

n/a

GREENBRAE, CA

Honna Manhan Li

Certified Financial Planner

GREENBRAE, CA

MICHELLE LORRAINE DURGY

n/a

GREENBRAE, CA

JOHN CRAWFORD POGUE

n/a

GREENBRAE, CA

n/a

GUY JON BENSTEAD

n/a

GREENBRAE, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CEDAR RIDGE INVESTORS FUND I, LP

Hedge Fund

$14.3M

Mar 31, 2022

Mar 30, 2012

dropped

021-69014

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KELLETT, JAY, AUBREY

CEO AND CIO

yes

07/1996

Mar 30, 2026

POGUE, JOHN, CRAWFORD

President

yes

06/2017

Mar 30, 2026

TANKOOS, LONI, L

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

yes

04/2023

Mar 30, 2026

Love, Jason

CHIEF TECHNOLOGY OFFICER

01/2023

Jan 31, 2023

May 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$6.0B

n/a

2024

Mar 28, 2025

$5.9B

n/a

2023

Mar 28, 2024

$5.3B

n/a

2022

Jan 31, 2023

$5.0B

n/a

2021

Mar 31, 2022

$5.3B

$14.3M

2020

Mar 5, 2021

$4.9B

$14.3M

2019

Mar 20, 2020

$4.6B

n/a

2018

Mar 28, 2019

$4.2B

n/a

2017

Mar 27, 2018

$4.2B

n/a

2016

Mar 31, 2017

$3.9B

n/a

2015

Mar 31, 2016

$3.7B

n/a

2014

Mar 31, 2015

$3.4B

n/a

2013

Apr 1, 2014

$3.0B

n/a

2012

May 1, 2013

$2.8B

n/a

2011

Mar 30, 2012

$2.4B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.0B

$5.9B

2.8%

$5.0B

6.5%