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Firms

KCM

Location not listed. Legal name: Koga Capital Management LLC

1 advisor$29.8 million managedFee-only

About the firm

A registered investment advisory firm. It manages about $29.8 million for roughly 19 individual clients. Services include financial planning, investment management for individuals and small businesses.

How they work

How they’re paid ?A percentage of the assets they manage
Typical client size ?$1.57 million
Assets under management ?$29.8 million
Individual clients19
Median years of experience23
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businesses

Advisors at KCM

1Advisors
23Median years of experience
1States with offices
–Offices
1 advisor · KCM
KCM
23yrs
Yuji Koga
Financial advisor
Lexington, MA
More experience than 68% of advisors nationwide
FiduciaryFee-only firm
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Also known as

Koga Capital Management LLC

About KCM

How do I contact KCM?

Call the main office at (617) 229-5013. The main office is at , .

How is KCM paid?

The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.

What services does KCM offer?

Financial planning, Investment management for individuals and small businesses.

How many advisors work at KCM?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.