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| Happy Holidays!! thanks for using AUM13F!! |
| Key Client Fiduciary Advisors LLC
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| CRD # | 298240 |
| SEC # | 801-114010 |
| CIK # | 0001912612 |
| AUM | $782.0 M (2025-04-22) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 973-244-4142 |
| Address | 363 Route 46 West Fairfield, NJ 07004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001912612 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.1 | ||
| Microsoft Corp | 8.4 | ||
| Amazon Com Inc | 6.7 | ||
| Nvidia Corp | 6.4 | ||
| Tesla Motors Inc | 5.2 | ||
| Oracle Corp | 4.5 | ||
| Annaly Capital Management Inc | 3.5 | ||
| International Business Machines Corp | 2.9 | ||
| Wal Mart Stores Inc | 2.7 | ||
| AbbVie Inc | 2.5 | ||
| Public Service Enterprise Group Inc | 2.3 | ||
| Prudential Financial Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Facebook Inc | 2.2 | ||
| Salesforce Com Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 770 | 140.5 |
| (b) Individuals (high net worth individuals) | 174 | 486.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 154.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 874 | 782.0 |
| By Discretionary | ||
| Discretionary | 874 | 782.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 874 | 782.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 782.0 | |
| Total | 874 | 782.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912612] |
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|---|---|---|
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Radnor Capital Management LLC
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PA | 0.8 |
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The Rice Partnership LLC
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HI | 0.8 |
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Southland Equity Partners LLC
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0.8 | |
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MRAZ Amerine & Associates Inc
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CA | 0.8 |
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Gilman Hill Asset Management LLC
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CT | 0.8 |
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Beverly Hills Private Wealth LLC
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CA | 0.8 |
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Chatham Capital Group Inc
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GA | 0.8 |
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Leisure Capital Management Inc
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CA | 0.8 |
|
Cranbrook Wealth Management LLC
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MI | 0.8 |
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Columbus Macro LLC
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0.8 |