Key Client Fiduciary Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfield, NJ. Its latest Form ADV filing, dated March 11, 2026, reports $896M in regulatory assets under management, 10 employees, 2 offices, and 2,195 accounts.
Assets Under Management
$896M
Employees
10
Offices
2 offices
Total Clients
2,272
Primary office
FAIRFIELD, NJ
363 ROUTE 46 WEST, SUITE 300, FAIRFIELD, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.9% of total clients.
Top client categories% of clientsClients
1
Individuals
87.9%
1,997
2
HNWI
8.7%
198
3
Pension Plans
3.4%
77
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$896Mas of March 11, 2026
Discretionary100.0%
$896M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$896M
Total Accounts2,195
10Y AUM Change+$896M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee227:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.