Key Client Fiduciary Advisors, LLC

RIA/Wealth

Key Client Fiduciary Advisors, LLC is a RIA/Wealth based in Hendersonville, TN led by Richard Anthony Flora, reporting $782.0M in AUM as of Q3 2025 with 44% ETF concentration.

MemberRichard Anthony Flora

Portfolio Value: $294.6M
Positions: 211
Top Holding: GLXY at 8.97%
Last Reported: Q3 2025

Address181 East Main St. Suite #7, Hendersonville, TN, 37075, United States

Top Holdings

Largest long holdings in Key Client Fiduciary Advisors, LLC's portfolio (39.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Galaxy Digital Inc. Class A Common Stock GLXY	Unknown Unknown	$26.4M	8.97%	+$26.4M New	0.45% 781.7K shares	Q3 2025 Held for 2 months
2 First Trust Rising Dividend Achievers RDVY	ETF ETF	$19.7M	6.67%	+$38.7K Bought	— 292.2K shares	Q4 2021 Held for 3y 11m
3 MISL First Trust Indxx Aerospace & Defense MISL	ETF ETF	$12.7M	4.32%	-$77.4K Sold	— 307.1K shares	Q3 2023 Held for 2y 2m
4 Apple AAPL	Consumer Electronics Technology	$11.9M	4.05%	-$664.8K Sold	0.00% 46.8K shares	Q4 2021 Held for 3y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$8.7M	2.95%	-$67.3K Sold	0.00% 16.8K shares	Q4 2021 Held for 3y 11m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$8.1M	2.76%	+$289.1K Bought	— 12.2K shares	Q4 2021 Held for 3y 11m
7 First Trust Morningstar Dividend Leaders Index Fund FDL	ETF ETF	$7.9M	2.68%	+$35.5K Bought	— 181.7K shares	Q4 2021 Held for 3y 11m
8 Nvidia NVDA	Semiconductors Technology	$7.7M	2.63%	+$168.3K Bought	0.00% 41.5K shares	Q4 2021 Held for 3y 11m
9 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$7.5M	2.54%	+$255.3K Bought	0.00% 16.9K shares	Q4 2021 Held for 3y 11m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$6.7M	2.28%	-$19.3K Sold	0.00% 30.6K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Key Client Fiduciary Advisors, LLC's latest filing

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Market Value

$294.6M

Prior: $241.9M

Q/Q Change

+21.79%

+$52.7M

Net Flows % of MV

+10.84%

Turnover Ratio

7.06%

New Purchases

15 stocks

$29.3M

Added To

105 stocks

+$7.1M

Sold Out Of

9 stocks

$1.7M

Reduced Holdings

65 stocks

-$2.8M

Increased Positions

Position	Shares Δ	Change
1 Galaxy Digital Inc. Class A Common Stock GLXY	New	0 → 781.7K +$26.4M
2 Rigetti Computing, Inc. RGTI	New	0 → 9.4K +$280.8K
3 Renaissance IPO IPO	New	0 → 5.5K +$270.2K
4 Roblox RBLX	New	0 → 1.8K +$246.2K
5 Vistra VST	New	0 → 1.2K +$243.8K

Decreased Positions

Position	Shares Δ	Change
1 LMBS First Trust Low Duration Opportunities LMBS	Sold	6.5K → 0 −$322.2K
2 Deere & Company DE	Sold	460.0 → 0 −$234.1K
3 Zoetis ZTS	Sold	1.4K → 0 −$221.7K
4 Honeywell International HON	Sold	938.0 → 0 −$218.4K
5 VanEck Uranium and Nuclear NLR	Sold	1.9K → 0 −$209.6K

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Analytics

Portfolio insights and performance metrics for Key Client Fiduciary Advisors, LLC

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Sector Allocation

ETF

44.00%

Technology

15.80%

Consumer Cyclical

6.30%

Financial Services

4.70%

Communication Services

3.70%

Consumer Defensive

3.20%

Healthcare

3.20%

Industrials

2.30%

Utilities

1.60%

Real Estate

1.40%

Energy

1.30%

Market Cap Distribution

Mega Cap (> $200B)

30.01%

Large Cap ($10B - $200B)

11.63%

Mid Cap ($2B - $10B)

9.45%

Small Cap ($300M - $2B)

1.92%

Micro Cap ($50M - $300M)

0.08%

Nano Cap (< $50M)

0.24%

N/A (ETF or Unknown)

46.67%

Portfolio Concentration

Top 10 Holdings %

39.85%

Top 20 Holdings %

53.47%

Top 50 Holdings %

73.68%

Top 100 Holdings %

87.59%