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KCM Investment Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

KCM Investment Advisors is a financial services firm specializing in investment management, including fixed income, domestic and international equity, and balanced portfolios for individuals, institutions, pension and profit-sharing plans, trusts, estates, and foundations. The company is located at 750 Lindaro Street Suite 350, San Rafael, California 94901, United States. It was founded in 1996 by Jay A. Kellett. The firm employs between 2 and 10 people. Its investment objective is to deliver consistent long-term growth at an acceptable level of risk, and reported annual revenue is in the range of $1 million to $10 million.

Find KCM Investment Advisors employees' phone numbers or email addresses

KCM Investment Advisors Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

KCM Investment Advisors's Leadership

  • Stylized image of a person
    J. G.
    Partner And Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Partner And Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Director Of Fixed Income Trading
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    Director Of Retail Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. J.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. V.
    Client Services And Operations
    Phone icon
    Mobile Phone

KCM Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from KCM Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. G.
    Partner And Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. L.
    Partner And Portfolio Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    D. D.
    Director Of Fixed Income Trading
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 09, 2024
  • Stylized image of a person
    R. R.
    Director Of Retail Marketing
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    J. P.
    Portfolio Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    K. J.
    Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2023
  • Stylized image of a person
    C. L.
    Client Services
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    N. V.
    Client Services And Operations
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    T. M.
    Investment Officer
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is KCM Investment Advisors known for?

Minus sign iconPlus sign iconKCM Investment Advisors was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 750 Lindaro Street Suite 350 San Rafael, California 94901 United States; you can contact the main corporate office by phone at
+1-415-461-****
. Explore KCM Investment Advisors's company overview page for more information.

What is KCM Investment Advisors's most common email format?

Minus sign iconPlus sign iconKCM Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more KCM Investment Advisors email formats with LeadIQ.

How many employees does KCM Investment Advisors have currently?

Minus sign iconPlus sign iconKCM Investment Advisors has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are KCM Investment Advisors's key employees and leadership?

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As of June 2026, KCM Investment Advisors's key employees include:

  • Partner And Portfolio Manager: J. G.
  • Partner And Portfolio Manager: J. L.
  • Director Of Fixed Income Trading: D. D.
  • Director Of Retail Marketing: R. R.
  • Portfolio Manager: J. P.

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