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Key Client Fiduciary Advisors, LLC
Key Client Fiduciary Advisors, LLC is an SEC-registered investment adviser headquartered in Fairfield, New Jersey. Founded in 2018, the firm offers comprehensive financial advisory services including investment management, financial planning, corporate retirement plans, estate planning, insurance, and business succession planning. KCFA serves a diverse range of clients, predominantly high-net-worth individuals, as well as pension and profit-sharing plans. As of April 2025, the firm manages approximately $782 million in assets and employs 10 professionals, operating as a fully fiduciary, independent advisory practice.
Investment Strategy
Key Client Fiduciary Advisors, LLC employs a holistic, fiduciary-driven approach to investment management, offering unbiased solutions tailored to individual client goals, risk tolerance, and financial objectives. The firm constructs and manages diversified portfolios using a range of investment products and approaches, focusing on long-term client outcomes. In addition to strategic asset allocation, the firm integrates financial planning, tax efficiency, estate, and retirement planning into its investment process, ensuring each portfolio aligns with the client’s overall personal and business objectives. KCFA acts in the clients’ best interests, providing transparent, conflict-free advice without commissions.
Latest 13F Filing Activity
Key Client Fiduciary Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 212 equity positions and 10 options positions with a total 13F market value of $302M. The fund increased holdings in Galaxy Digital Inc., Tesla Inc., Apple Inc. among other positions. Key Client Fiduciary Advisors, LLC reduced exposure to Cava Group Inc., First TR Exchange-traded FD, Paypal HLDGS Inc. among others.
Top Holdings
Equity Positions (212)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLXY | GALAXY DIGITAL INC. | 8.75% | $26.4M | 781,659 | $33.81 | $33.81 | +$26.4M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 6.51% | $19.7M | 292,230 | $49.52 | $67.26 | +$1.4M |
M MISL | FIRST TR EXCHANGE-TRADED FD | 4.22% | $12.7M | 307,093 | $24.07 | $41.45 | +$1.2M |
A AAPL | APPLE INC | 3.95% | $11.9M | 46,839 | $165.35 | $254.63 | +$1.8M |
M MSFT | MICROSOFT CORP | 2.88% | $8.7M | 16,783 | $299.06 | $517.95 | +$280.0K |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORP | — | Put | $2.8M | 99 | $281.24 | $143.09 | 0 | +$619.8K |
C CRM | SALESFORCE INC | — | Put | $876.9K | 37 | $237.00 | $256.21 | 0 | -$132.1K |
A AG | FIRST MAJESTIC SILVER CORP | New | Call | $341.8K | 200 | $12.29 | $12.29 | +200 | +$341.8K |
Q QBTS | D-WAVE QUANTUM INC | New | Put | $333.6K | 135 | $24.71 | $24.71 | +135 | +$333.6K |
G GLXY | GALAXY DIGITAL INC. | New | Call | $202.9K | 60 | $33.81 | $33.81 | +60 | +$202.9K |
Industry Allocation
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