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KEY CLIENT FIDUCIARY ADVISORS, LLC
CRD 298240File 801-114010
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,015 | 2,272 | increased by1,257 |
| Apr 1, 2026 | AUM | $781,985,835 | $896,330,281 | increased by$114,344,446 |
| Apr 1, 2026 | Accounts | 874 | 2,195 | increased by1,321 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 619 | 1,015 | increased by396 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $499,330,570 | $781,985,835 | increased by$282,655,265 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,172 | 874 | decreased by298 |
| Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| Oct 1, 2022 | Disclosures | No | Yes | |
| Jul 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2022 | Clients | 985 | 619 | decreased by366 |
| Apr 1, 2022 | AUM | $389,149,000 | $499,330,570 | increased by$110,181,570 |
| Apr 1, 2022 | Accounts | 945 | 1,172 | increased by227 |
| Jun 1, 2021 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KEY CLIENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEY CLIENT” may also match similarly-named firms). Confirm identity against each filing.
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.