Data / Investment advisers / New Jersey / Key Client Fiduciary Advisors, LLC
Key Client Fiduciary Advisors, LLC, Fairfield, NJ: $896 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Key Client Fiduciary Advisors, LLC is an SEC registered investment adviser with its main office in Fairfield, New Jersey and reports $896 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 298240
- SEC file number
- 801-114010
- SEC status
- Approved, effective September 21, 2018
- Main office
- 363 Route 46 West Suite 300, Fairfield, NJ 07004
- Phone
- (973) 244-4142
- Website
- keyclientfa.com
- Regulatory AUM
- $896,330,281 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $896,330,281
- Accounts
- 2,195
- Employees
- 10, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- March 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 198 | $585 million |
| Pension and profit sharing plans | 77 | $165.4 million |
| Individuals (other than high net worth individuals) | 1,997 | $145.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $896.3 million | March 11, 2026 |
| December 1, 2025 | $782 million | April 22, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sandalwood Securities, Inc. | Roseland | $930.2 million | 9 | adviserinfo.sec.gov |
| Princeton Global Asset Management LLC | Princeton | $921.3 million | Not listed | adviserinfo.sec.gov |
| System 2 Advisors, L.P. | Summit | $912.9 million | 3 | adviserinfo.sec.gov |
| New Vernon Capital | Morristown | $902.1 million | 5 | adviserinfo.sec.gov |
| Yorkville Advisors Global, LP | Mountainside | $900 million | 3 | adviserinfo.sec.gov |
| Makrod Investment Associates Inc | Verona | $894.4 million | Not listed | adviserinfo.sec.gov |
| BCG Securities, Inc. | Cherry Hill | $894.2 million | Not listed | adviserinfo.sec.gov |
| GSG Advisors LLC | Mount Laurel | $862.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Key Client Fiduciary Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.