KCM

Overview

KCM is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individual and family clients. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio solutions for a compact client base. KCM identifies as an active ESG investor, which suggests portfolio construction and manager selection incorporate environmental, social and governance factors alongside traditional risk/return criteria. Management activity centers on direct public-market exposure—primarily exchange-traded equities and ETFs—paired with mutual fund holdings. KCM’s client profile is concentrated: it works with individuals and families rather than institutional or pension clients, and the firm’s advisory activities emphasize personalized planning and tailored portfolio management for smaller client counts.

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Location & Offices