KCM INVESTMENT ADVISORS, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$4.9B
Peer Group AUM Range
$4.6B - $5.1B
Sample Size
118
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (63 firms)
Discretionary Accounts
PEER GROUP AVERAGE
45,590
Discretionary AUM
PEER GROUP AVERAGE
$4.1B
Non-Discretionary Accounts
PEER GROUP AVERAGE
179
Non-Discretionary AUM
PEER GROUP AVERAGE
$805.2M
Total Clients
PEER GROUP AVERAGE
38,301
Total AUM
PEER GROUP AVERAGE
$4.9B
Offices
PEER GROUP AVERAGE
17
Total Employees
PEER GROUP AVERAGE
96
Investment Advisors
PEER GROUP AVERAGE
62
Registered Representatives
PEER GROUP AVERAGE
43
Licensed Insurance Agents
PEER GROUP AVERAGE
38
Foreign Clients
PEER GROUP AVERAGE
24.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
46
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 113 Firms Yes
Hourly Charges No 98 Firms No
Subscription Fees No 117 Firms No
Fixed Fees No 67 Firms No
Commissions No 116 Firms No
Performance Based Fees Yes 70 Firms No
Other No 93 Firms No

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