Key Client Fiduciary Advisors, LLC

Registered adviser

CIK

1912612

Location

Fairfield, NJ

Portfolio Value

Small $311,546,162

Diversification

Diversified

Filing Date

Global Rank

#4,921 / 8,827 ▲ 73 · as of Jun 2026

Top Industry

Capital Markets 13.1%

Period ended 38 days ago

Filed Oct 19, 2026 · 19d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 298240

Roster of Nov 1, 2026

Regulatory AUM

$896,330,281

Main clients

Individuals and high net worth (82% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$896,330,281	Individuals and high net worth (82%)
Apr 2025 to Mar 2026	$781,985,835	Individuals and high net worth (80%)
Apr 2024 to Mar 2025	$636,061,688	Individuals and high net worth (79%)
May 2023 to Mar 2024	$526,183,182	Individuals and high net worth (80%)
Apr 2023	$526,183,182	Individuals and high net worth (80%)
Apr 2022 to Mar 2023	$499,330,570	Individuals and high net worth (70%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.4%, 30.6 effective positions, active share 60.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

22.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 60.9%; sector active share 39.3% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

217 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.2%

+0.1 pts

Top 5

35.4%

+2.6 pts

Top 10

50.6%

+3.6 pts

HHI

352

Diversified+29

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.4%	$147,822,722	100
Technology	19.3%	$60,124,223	29
Financial Services	11.2%	$34,795,485	20
Consumer Cyclical	5.7%	$17,687,006	9
Communication Services	3.6%	$11,127,068	7
Consumer Defensive	3.5%	$10,783,772	9
Healthcare	2.7%	$8,316,863	12
Industrials	2.5%	$7,942,461	14
Energy	1.6%	$5,110,531	10
Real Estate	1.2%	$3,890,395	2
Utilities	1.2%	$3,638,256	4
Basic Materials	0.1%	$307,380	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACYN	First Trust Exchange-Traded Fund	+61,943	194,997	$4,067,637
STKE	SOL Strategies Inc.	+44,500	400,887	$653,445
CIFR	Cipher Digital Inc.	+33,168	43,992	$696,173
JAAA	Janus Henderson AAA CLO ETF	+22,200	29,371	$1,482,354
GLXY	Galaxy Digital Inc.	+15,536	902,328	$20,518,938
KEEL	Keel Infrastructure Corp.	+11,600	25,600	$90,368
XMVM	Victory Portfolios II	+10,236	18,856	$0
IMCG	iShares Morningstar Mid-Cap Growth ETF	+8,988	19,648	$1,844,750
FDL	First Trust Morningstar Dividend Leaders Index Fund	+8,279	209,717	$10,299,201
GARP	iShares MSCI USA Quality GARP ETF	+7,703	100,238	$8,546,291
QCOM	Qualcomm Inc	+5,700	7,498	$1,379,931
CRWD	CrowdStrike Holdings, Inc.	+4,639	6,152	$1,628,742
QYLD	Global X NASDAQ 100 Covered Call ETF	+4,419	78,894	$1,463,483
FVD	First Trust Value Line Dividend Index Fund	+4,417	54,180	$2,541,583
FTQI	First Trust Nasdaq BuyWrite Income ETF	+3,645	22,815	$505,580
AGNC	AGNC Investment Corp.	+3,556	45,409	$411,859
VOO	VANGUARD 500 INDEX FUND	+3,178	10,436	$7,314,174
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+2,999	42,643	$3,827,635
CRM	Salesforce, Inc.	+2,504	6,466	$1,484,399
VZ	Verizon Communications Inc	+2,132	30,389	$1,393,943
PAVE	Global X U.S. Infrastructure Development ETF	+1,797	40,625	$2,132,812
IDMO	Invesco Ltd.	+1,736	17,929	$0
IYK	iShares U.S. Consumer Staples ETF	+1,692	118,712	$8,396,499
CYPH	Cypherpunk Technologies Inc.	+1,373	76,475	$254,661
—		+1,367	10,633	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VFF	Village Farms International, Inc.	−45,352	1,289,279	$3,751,801
PDI	PIMCO Dynamic Income Fund	−27,515	11,421	$160,236
NLY	Annaly Capital Management Inc	−12,495	184,147	$3,478,536
AGEN	Agenus Inc	−8,589	15,536	$154,272
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−8,416	69,459	$2,739,462
IEP	Icahn Enterprises L.P.	−5,924	13,785	$93,048
XNOV	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November	−5,122	41,593	$1,684,516
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	−3,913	154,245	$6,259,262
ARCC	Ares Capital Corp	−3,807	63,945	$1,221,349
AAPL	Apple Inc.	−3,100	42,344	$14,101,398
SOFI	SoFi Technologies, Inc.	−3,068	11,156	$175,372
—		−2,634	144,237	$0
RDVY	First Trust Rising Dividend Achievers ETF	−2,500	282,820	$22,141,977
NFLX	Netflix Inc	−1,993	5,947	$413,792
YYY	Amplify CEF High Income ETF	−1,908	12,158	$126,200
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−1,903	5,539	$538,612
HUMA	Humacyte, Inc.	−1,700	10,020	$5,187
XLF	State Street Corp	−1,291	10,540	$0
ORCL	Oracle Corp	−1,221	9,776	$1,342,244
RR	Richtech Robotics Inc.	−900	14,290	$22,578
IBIT	iShares Bitcoin Trust ETF	−771	45,861	$2,171,059
ED	Consolidated Edison Inc	−757	5,561	$568,389
MAGS	Roundhill Magnificent Seven ETF	−743	29,842	$2,139,372
PLTR	Palantir Technologies Inc.	−719	7,667	$1,434,112
WMT	Walmart Inc.	−655	14,889	$1,547,264
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	145,145	$2,987,084
SPCX	Space Exploration Technologies Corp	3,913	$590,315
AMCR	Amcor plc	6,876	$287,829
STRK	Strategy Inc	3,161	$234,419
BDX	Becton Dickinson & Co	1,239	$221,781
SCMB	Schwab Municipal Bond ETF	8,950	$216,232
BLK	BlackRock, Inc.	204	$215,891
JMUB	JPMorgan Municipal ETF	4,500	$214,110
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	4,500	$213,120
ANET	Arista Networks, Inc.	985	$200,536
UUUU	Energy Fuels Inc	12,050	$132,911
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
FTSL	First Trust Senior Loan Fund	45,125	$2,019,343
FLBL	Franklin Senior Loan ETF	40,741	$933,783
BOTZ	Global X Robotics & Artificial Intelligence ETF	10,500	$398,370
XYZ	Block, Inc.	4,184	$317,984
ACMR	ACM Research, Inc.	1,985	$251,876
QQQE	Direxion NASDAQ-100 Equal Weighted Index Shares	2,010	$245,240
BA	Boeing Co	1,044	$225,994
TIP	iShares TIPS Bond ETF	1,870	$204,634
IWM	iShares Russell 2000 ETF	540	$162,243
PDYN	Palladyne AI Corp.	10,458	$63,584
CTSO	Cytosorbents Corp	78,457	$29,342
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

217 tracked positions · $311,546,162 total · filing declares 229 positions · $358,153,675 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 217 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	282,820	-2,500	$22,141,977	−4.3%	7.11%
GLXY	Galaxy Digital Inc. CALL + SHARES Financial Services	Added	907,328	+5,736	$20,632,638	−16.3%	6.62%
AAPL	Apple Inc. Technology	Reduced	42,344	-3,100	$14,101,398	+7.2%	4.53%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Added	209,717	+8,279	$10,299,201	+5.1%	3.31%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,923	-52	$9,855,467	+1.7%	3.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,351	+713	$9,555,151	+6.5%	3.07%
NVDA	Nvidia Corp CALL + SHARES Technology	Reduced	40,804	-180	$9,318,817	+13.6%	2.99%
MSFT	Microsoft Corp Technology	Added	17,302	+101	$8,874,195	+38.3%	2.85%
GARP	iShares MSCI USA Quality GARP ETF	Added	100,238	+7,703	$8,546,291	+11.9%	2.74%
IYK	iShares U.S. Consumer Staples ETF	Added	118,712	+1,692	$8,396,499	−1.2%	2.70%
VOO	VANGUARD 500 INDEX FUND	Added	10,436	+3,178	$7,314,174	+46.7%	2.35%
QQQ	Invesco Qqq Trust, Series 1	Added	9,480	+269	$7,013,019	+3.4%	2.25%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Reduced	154,245	-3,913	$6,259,262	−8.3%	2.01%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,514	+393	$5,504,522	−13.4%	1.77%
AMD	Advanced Micro Devices Inc Technology	Added	8,111	+221	$4,961,985	+8.3%	1.59%
ACYN	First Trust Exchange-Traded Fund	Added	194,997	+61,943	$4,067,637	+47.0%	1.31%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	42,643	+2,999	$3,827,635	+9.9%	1.23%
VFF	Village Farms International, Inc. Consumer Defensive	Reduced	1,289,279	-45,352	$3,751,801	+40.6%	1.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,721	-103	$3,688,881	−4.6%	1.18%
NLY	Annaly Capital Management Inc Real Estate	Reduced	184,147	-12,495	$3,478,536	−20.9%	1.12%
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	NEW	145,145	NEW	$2,987,084	NEW	0.96%
FTSM	First Trust Enhanced Short Maturity ETF	Added	48,310	+1,365	$2,874,928	+2.5%	0.92%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF PUT + SHARES	Reduced	69,959	-8,416	$2,759,182	−22.4%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,167	-62	$2,701,888	+0.3%	0.87%
FVD	First Trust Value Line Dividend Index Fund	Added	54,180	+4,417	$2,541,583	+6.0%	0.82%
ORCL	Oracle Corp PUT + SHARES Technology	Reduced	18,476	-2,421	$2,536,754	−17.2%	0.81%
CRM	Salesforce, Inc. PUT + SHARES Technology	Added	10,166	+2,504	$2,333,808	+94.4%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	3,174	+31	$2,301,721	+30.0%	0.74%
IBIT	iShares Bitcoin Trust ETF	Reduced	45,861	-771	$2,171,059	+39.9%	0.70%
MAGS	Roundhill Magnificent Seven ETF	Reduced	29,842	-743	$2,139,372	+8.8%	0.69%
PAVE	Global X U.S. Infrastructure Development ETF	Added	40,625	+1,797	$2,132,812	−6.8%	0.68%
VIG	Vanguard Specialized Funds	Added	9,065	+177	$2,114,955	+0.6%	0.68%
AIRR	First Trust Exchange-Traded Fund VI	Added	20,341	+1,288	$2,100,004	−17.3%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,148	+9	$2,065,496	−0.3%	0.66%
XOM	ExxonMobil Holdings Corp Energy	Added	12,556	+133	$2,043,489	+20.3%	0.66%
BAC	Bank Of America Corp Financial Services	Reduced	36,018	-78	$1,960,459	−4.7%	0.63%
IBM	International Business Machines Corp Technology	Added	8,736	+29	$1,921,308	−21.5%	0.62%
IMCG	iShares Morningstar Mid-Cap Growth ETF	Added	19,648	+8,988	$1,844,750	+76.0%	0.59%
MO	Altria Group, Inc. Consumer Defensive	Added	27,085	+1,328	$1,823,903	−1.6%	0.59%
PEG	Public Service Enterprise Group Inc Utilities	Added	26,658	+212	$1,795,149	−16.4%	0.58%
PRU	Prudential Financial Inc Financial Services	Reduced	15,567	-603	$1,768,099	+1.3%	0.57%
XNOV	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November	Reduced	41,593	-5,122	$1,684,516	−9.0%	0.54%
VRT	Vertiv Holdings Co Industrials	Reduced	6,942	-349	$1,675,174	−31.4%	0.54%
GOOG	Alphabet Inc. Communication Services	Added	4,821	+619	$1,642,707	+10.6%	0.53%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,152	+4,639	$1,628,742	+41.1%	0.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,889	-655	$1,547,264	−12.1%	0.50%
ABBV	AbbVie Inc. Healthcare	Reduced	5,836	-92	$1,526,639	+2.3%	0.49%
AMAT	Applied Materials Inc Technology	Added	2,973	+43	$1,520,332	−28.2%	0.49%
AVGO	Broadcom Inc. Technology	Reduced	4,247	-97	$1,491,503	−9.1%	0.48%
JAAA	Janus Henderson AAA CLO ETF	Added	29,371	+22,200	$1,482,354	+309.4%	0.48%

Showing the top 50 of 217 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.