← Directory
KEY CLIENT FIDUCIARY ADVISORS, LLC
CRD 298240File 801-114010
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$896.3M
Above cohort median (national)
Discretionary AUM
$896.3M
Clients
2,272
2,195 accounts
Employees
10
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 21, 2018
- Principal office
- 363 ROUTE 46 WEST, SUITE 300, FAIRFIELD, NJ, 07004
- Phone
- 973-244-4142
- Website
- http://www.keyclientfa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $896.3M
- Discretionary AUM
- $896.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,195
- Non-discretionary accounts
- 0
- Total accounts
- 2,195
- AUM per client
- $395K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 198 | $585.0M |
| Pension and profit sharing plans | 77 | $165.4M |
| Individuals (other than high net worth individuals) | 1,997 | $145.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D4
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.