Key Client Fiduciary Advisors, LLC
All 13F Filings
- Location
- Fairfield, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 294,195
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 216 | 294,195 | 13F-HR | Key Client Fiduciary Advisors, LLC |
| Q4 2025 | 1/28/2026 | 219 | 293,276 | 13F-HR | Key Client Fiduciary Advisors, LLC |
| Q3 2025 | 10/14/2025 | 223 | 301,985 | 13F-HR | Key Client Fiduciary Advisors, LLC |
| Q2 2025 | 7/9/2025 | 207 | 247,306 | 13F-HR | Key Client Fiduciary Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.2 K
(1.1% of total reported value)
· QoQ Δ:
-1.274 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 162.8 K | 55.9% | 0 | 99.01 K | -99.01 K |
| ETFs | 124.7 K | 42.9% | 101.2 K | 0 | 101.2 K |
| Debt | 3.52 K | 1.2% | 0 | 44 | -44 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
294,195
Holdings
216
QoQ value change ($000)
919
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.