KEY CLIENT FIDUCIARY ADVISORS, LLC

CRD

298240

SEC file #

801-114010

EIN

831354142

DBA names

—

Economics

AUM

$896.3M

AUM band

$500M-$1B

AUM trajectory

'20 · $130.7M

'21 · $139.2M

'22 · $389.1M

'23 · $499.3M

'25 · $782.0M

'26 · $896.3M

'20'26

$130.7M → $896.3M▲ +586%

sec adv history

Client mix

Individuals Other	1,997
Individuals High Net Worth	198
Pension Profit Sharing Plans	77

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 7 advisors

'22 · 9 advisors

'23 · 12 advisors

'25 · 10 advisors

'26 · 10 advisors

'20'26

7 advisors → 10 advisors▲ +43%

sec adv history

Primary office

FAIRFIELD NJ

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/11/2026

ADV-W filed at

—

Website

keyclientfa.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FISHMAN, ERIC, ROBERT

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

FISHMAN, ERIC, ROBERT

FLORA, RICHARD, ANTHONY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

KEYCLIENTFA.COM

Rdap Domain Creation Date

2018-06-22T18:21:00Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

42,340

Form 5500 Compensation Trajectory 3y

2025

42,340

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

42,340

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001912612

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-03-01

Edgar Last Filing Date

2026-04-09

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-09

Accession0002085853-26-000300

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

363 ROUTE 46 WEST, SUITE 300FAIRFIELD, NJ 07004

Business

363 ROUTE 46 WEST, SUITE 300FAIRFIELD, NJ 07004

Edgar EIN

831354142

Edgar Recent Filings

13F-HR2026-04-09 · 0002085853-26-000300

13F-HR2026-01-28 · 0002085853-26-000118

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-06-22T18:21:00Z

Rdap Domain Last Changed

2024-06-23T18:32:57Z

Rdap Nameservers

Ns45.domaincontrol.comNs46.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1352028

Trust Company Affiliate