# KCM INVESTMENT ADVISORS, LLC

KCM INVESTMENT ADVISORS, LLC of GREENBRAE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109629
- Type: SEC-registered investment adviser
- SEC file number: 801-55395
- Location: 300 DRAKES LANDING ROAD, SUITE 210, GREENBRAE, CA, 94904
- Phone: 415-461-7788
- Latest filing: 2026-03-30
- Regulatory AUM: $6.0B
- Discretionary AUM: $6.0B
- Clients: 20
- Accounts: 3,432

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jay Aubrey Kellett | CEO AND CIO | — |
| John Crawford Pogue | PRESIDENT | — |
| Jason Love | CHIEF TECHNOLOGY OFFICER | Greenbrae, CA |
| Loni L Tankoos | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| KELLETT JAY AUBREY | CEO; CEO AND CIO | — |
| PRINCE WILLIAM LEONARD | CHIEF COMPLIANCE OFFICER; COO; COO / CCO | — |
| POMBRA MANOJ KUMAR | CHIEF COMPLIANCE OFFICER | — |
| MITCHELL TINA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| NUNEZ KURT R | CHIEF COMPLIANCE OFFICER | — |
| POWELL JANICE MARIE | CHIEF COMPLIANCE OFFICER | — |
| Small Patricia Ann | OWNER | — |
| POGUE JOHN CRAWFORD | PRESIDENT | — |
| Love Jason | CHIEF TECHNOLOGY OFFICER; CHIEF TECHNOLOGY OFFICER, CCO | — |
| TANKOOS LONI L | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109629/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109629/similar
- Related entities: https://search.stillhousedata.com/firm/109629/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109629

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.