Kelleher Financial Advisors
Kelleher Financial Advisors, LLC (KFA) is a New York-based registered investment adviser founded in 1995. The firm draws on over 40 years of financial services experience and serves a diverse range of clients including high-net-worth individuals, families, business owners, pension plan participants, and mission-driven organizations. KFA emphasizes a history rooted in family values and offers tailored financial, retirement, investment, and wealth management services. As of 2025, the firm employs approximately 14 professionals.
Investment Strategy
Kelleher Financial Advisors employs a comprehensive wealth management approach, focusing on long-term financial planning and investment management. The firm serves high-net-worth individuals, professionals, business owners, and organizations, with an emphasis on asset preservation, tax efficiency, intergenerational wealth transfer, and retirement planning. KFA constructs individualized portfolios based on client-specific goals, balancing risk management and growth through diversified strategies, and provides guidance on benefit elections for pension plan participants and mission-driven entities. Their investment decisions integrate expertise gained over several decades to align with client objectives and evolving market dynamics.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.22% | $46.7M | 75,274 | $361.95 | $620.90 | +$5.6M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 14.42% | $41.5M | 57 | $569132.23 | $728800.00 | +$7.2M |
M MSFT | MICROSOFT CORP | 6.81% | $19.6M | 39,461 | $228.07 | $497.41 | +$5.4M |
A AAPL | APPLE INC | 4.39% | $12.7M | 61,692 | $82.08 | $205.17 | -$850.7K |
A AMZN | AMAZON COM INC | 4.10% | $11.8M | 53,861 | $122.94 | $219.39 | +$1.8M |