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KCM Investment Advisors, LLC
Jay A. Kellett · Investment Advisor · Growth
KCM Investment Advisors, LLC is an independent registered investment advisor based in Greenbrae, California. Founded in 1996, the firm provides comprehensive wealth management, financial planning, and discretionary investment management services to a diverse clientele, including high-net-worth individuals, families, pension plans, foundations, and corporate clients. KCM is known for its integrative approach that combines quantitative analytical tools with the qualitative experience of its investment team to construct customized portfolios. The firm primarily focuses on domestic equity and fixed-income strategies, aiming to preserve capital while achieving long-term growth through disciplined, research-driven processes. Operating as a 100% privately held fiduciary, the institution manages approximately $6 billion in assets and emphasizes personalized service tailored to the complex needs and financial goals of its clients across the United States.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +12.2% |
| YTD return | +8.6% |
| Sharpe ratio | 3.72 |
| Win rate | 47% |
| AUM | $1.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.kcmadvisors.com/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 17.7% | +29.0% |
| GOOGL | Alphabet Inc Class A | 9.7% | +34.0% |
| MSFT | Microsoft Corporation | 9.5% | +0.4% |
| COST | Costco Wholesale Corp | 7.4% | -3.7% |
| AMZN | Amazon.com Inc | 5.8% | +9.6% |
| NVDA | NVIDIA Corporation | 5.5% | +12.7% |
| JPM | JPMorgan Chase & Co | 5.5% | +12.8% |
| WMT | Walmart Inc. Common Stock | 4.4% | +3.2% |
| CVX | Chevron Corp | 4.4% | +32.7% |
| V | Visa Inc. Class A | 3.7% | +7.7% |
| JNJ | Johnson & Johnson | 3.4% | +38.8% |
| HD | The Home Depot Inc | 3.2% | -21.7% |
| TT | Trane Technologies plc | 3.0% | -2.2% |
| WM | Waste Management Inc | 2.8% | -2.9% |
| CAT | Caterpillar Inc | 2.8% | +46.3% |
| ADP | Automatic Data Processing Inc | 2.7% | -0.0% |
| AMGN | Amgen Inc | 2.5% | +24.3% |
| NEE | Nextera Energy Inc | 2.1% | +0.8% |
| LLY | Eli Lilly and Company | 2.0% | -9.5% |
| BX | Blackstone Group Inc | 2.0% | -10.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 9.8% → 9.5% |
| Aug 24, 2026 | BUY | HD | 3.3% → 3.2% |
| Aug 24, 2026 | SELL | GOOGL | 10.0% → 9.7% |
| Aug 24, 2026 | SELL | ADP | 2.7% → 2.7% |
| Aug 24, 2026 | BUY | CVX | 4.0% → 4.4% |
Investment Style Analysis
KCM Investment Advisors, LLC is widely recognized for employing a Growth strategy. As of Sep 16, 2026, the firm oversees approximately $1.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Discount Stores sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, KCM Investment Advisors, LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
KCM’s investment philosophy is centered on the principle that revenue and earnings per share growth are the primary drivers of long-term stock price appreciation. The firm utilizes a fundamental, research-intensive approach to identify quality companies positioned to increase market share and grow dividends. Their equity strategy focuses on compounding growth over full market cycles, while their fixed-income approach seeks to generate tax-efficient, reliable income streams through rigorous bond market analysis. KCM often employs an 'anchor to windward' strategy in balanced accounts, utilizing preferred stocks and bonds to provide diversification and reduce volatility, ensuring that portfolios remain resilient while pursuing total return objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with KCM Investment Advisors, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for KCM Investment Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is KCM Investment Advisors, LLC's largest holding?
As of the latest filing, KCM Investment Advisors, LLC's top position is Apple Inc (AAPL), representing 17.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is KCM Investment Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +12.2% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 3.72, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does KCM Investment Advisors, LLC primarily invest in?
KCM Investment Advisors, LLC has a strong preference for the Consumer Electronics sector, which makes up 17.7% of their disclosed assets. The portfolio also has exposure to Discount Stores, indicating a specific thematic focus.
Is KCM Investment Advisors, LLC's portfolio concentrated or diversified?
KCM Investment Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has KCM Investment Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for KCM Investment Advisors, LLC tracks a Year-to-Date (YTD) return of +8.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jay A. Kellett manage KCM Investment Advisors, LLC directly?
Yes, Jay A. Kellett serves as the key portfolio manager for KCM Investment Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.