Sign In
test

Richard A. Flora

Key Client Fiduciary Advisors, Llc

Assets Managed
$346.687M
Holdings
219
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
17.85%(2Q avg: 9.08%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Key Client Fiduciary Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 219 positions.

Assets under management

The assets under management (AUM) of Key Client Fiduciary Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 346.687M in assets, with a quarterly growth rate of 17.85% and a 2-quarter average growth rate of 9.08%. The portfolio is managed by Richard A. Flora, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLXY
Galaxy Digital Inc-a
Recent Activity
Increased 0.08%
7.12%
$24.656M↓ Put
901,592 shares@ $27.35 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 1.63%
6.68%
$23.128M
285,320 shares@ $81.07 avg price
CIBR
First Trust Nasdaq Cybersecu
Recent Activity
Decreased -3.63%
3.81%
$13.196M
146,871 shares@ $89.85 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.26%
3.8%
$13.15M
45,444 shares@ $289.36 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 19.65%
3.65%
$12.626M
247,817 shares@ $50.96 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 10.32%
2.83%
$9.802M
201,438 shares@ $48.67 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.69%
2.8%
$9.69M
12,975 shares@ $746.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.1%
2.59%
$8.971M
37,638 shares@ $238.35 avg price
IYK
Ishares Us Consumer Staples
Recent Activity
Decreased -7.5%
2.46%
$8.503M
117,020 shares@ $72.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.57%
2.37%
$8.2M↑ Call
40,984 shares@ $200.1 avg price

1-10 of 219