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| Key Client Fiduciary Advisors LLC
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|---|---|
| CRD # | 298240 |
| SEC # | 801-114010 |
| CIK # | 0001912612 |
| AUM | 896.3 M (2026-03-11) |
| 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) | |
|---|---|---|---|
| Galaxy Digital Inc | 24.7 | ||
| Apple Inc | 13.1 | ||
| Amazon Com Inc | 9.0 | ||
| Nvidia Corp | 8.2 | ||
| Microsoft Corp | 6.4 | ||
| Tesla Motors Inc | 6.4 | ||
| Advanced Micro Devices Inc | 4.6 | ||
| Annaly Capital Management Inc | 4.4 | ||
| Alphabet Inc | 3.9 | ||
| Oracle Corp | 3.1 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Village Farms International Inc | 2.7 | ||
| International Business Machines Corp | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,997 | 145.9 |
| (b) Individuals (high net worth individuals) | 198 | 585.0 |
| (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 | 77 | 165.4 |
| (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 | 2,195 | 896.3 |
| By Discretionary | ||
| Discretionary | 2,195 | 896.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,195 | 896.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 896.3 | |
| Total | 2,195 | 896.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912612] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greenup Street Wealth Management LLC
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KS | 900.4 M |
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Nippon Value Investors KK
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BCG Securities Inc
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|
Atlantic Private Wealth LLC
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|
Compass Financial Management LLC
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FL | 893.8 M |
|
Vance Wealth LLC
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CA | 893.6 M |
|
Autopilot Advisers LLC
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NY | 892.4 M |
|
Investment Partners Ltd
✚
|
OH | 892.3 M |