KCM

KCM is an SEC-registered investment adviser (CRD 334409). Regulatory assets under management: $29.8M.

Registration

• CRD: 334409
• Type: Registered investment adviser
• Phone: (617) 229-5013
• Latest filing: 2026-03-19
• Regulatory AUM: $29.8M
• Discretionary AUM: $29.8M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search