Key Financial Inc.
Key Financial, Inc. is an SEC-registered investment adviser headquartered in West Chester, Pennsylvania. Founded by Patricia Brennan, CFP®, the firm offers comprehensive financial planning and wealth management services primarily to individuals and high-net-worth individuals. With approximately 35 employees, Key Financial serves clients across several states and is known for its personalized approach, robust planning resources, and deep client relationships. The firm is led by a team of experienced advisors and is recognized for its focus on holistic financial solutions.
Investment Strategy
Key Financial, Inc. focuses on comprehensive, personalized financial planning and investment management tailored to client-specific goals, risk tolerance, and financial situations. Emphasizing holistic wealth management, the firm integrates portfolio management, retirement planning, tax strategies, and estate considerations. Investments are diversified, often including individual equities, mutual funds, fixed income, and other asset classes deemed appropriate for each client. Key Financial’s strategy also prioritizes transparency, risk management, and ongoing client education, adapting as clients’ lives and market conditions change.
Latest 13F Filing Activity
Key Financial Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,423 equity positions with a total 13F market value of $497M. The fund increased holdings in The Cigna Group, Microsoft Corp., SPDR Series Trust among other positions. Key Financial Inc. reduced exposure to Wisdomtree TR, Apple Inc., Pacer FDS TR among others.
Top Holdings
Equity Positions (1,423)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.09% | $20.3M | 99,061 | $98.16 | $205.17 | -$1.3M |
D DOL | WISDOMTREE TR | 3.85% | $19.1M | 321,079 | $46.31 | $59.57 | +$2.4M |
D DNL | WISDOMTREE TR | 3.51% | $17.4M | 432,721 | $34.72 | $40.27 | +$2.0M |
S SLYV | SPDR SERIES TRUST | 3.02% | $15.0M | 187,926 | $67.39 | $79.76 | +$2.5M |
M MSFT | MICROSOFT CORP | 2.85% | $14.2M | 28,453 | $202.17 | $497.41 | +$3.5M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Philadelphia, PA , United States | |
 | Investment Professional | CA , United States |