KEY CLIENT FIDUCIARY ADVISORS, LLC
CRD #298240 SEC #801-114010 FAIRFIELD, NJ 973-244-4142
SEC Registered Disclosures
Total AUM
$782M
Discretionary
$782M
Employees
10
Clients
26
Accounts
874
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $782M | $782M | $0 | 10 | 0 |
| Mar 2025 | $782M | $782M | $0 | 10 | 0 |
| Mar 2025 | $782M | $782M | $0 | 10 | 0 |
| Feb 2025 | $636.1M | $636.1M | $0 | 10 | 0 |
| Oct 2024 | $636.1M | $636.1M | $0 | 10 | 0 |
| Aug 2024 | $636.1M | $636.1M | $0 | 10 | 0 |
| Jun 2024 | $636.1M | $636.1M | $0 | 10 | 0 |
| Apr 2024 | $636.1M | $636.1M | $0 | 10 | 0 |
| Mar 2024 | $636.1M | $636.1M | $0 | 11 | 0 |
| Mar 2024 | $636.1M | $636.1M | $0 | 11 | 0 |
| Jan 2024 | $526.2M | $526.2M | $0 | 11 | 0 |
| Sep 2023 | $526.2M | $526.2M | $0 | 12 | 0 |
| Aug 2023 | $526.2M | $526.2M | $0 | 12 | 0 |
| Mar 2023 | $526.2M | $526.2M | $0 | 12 | 0 |
| Dec 2022 | $499.3M | $349.2M | $150.1M | 12 | 0 |
| Oct 2022 | $499.3M | $349.2M | $150.1M | 12 | 0 |
| Sep 2022 | $499.3M | $349.2M | $150.1M | 9 | 0 |
| Aug 2022 | $499.3M | $349.2M | $150.1M | 8 | 0 |
| Jun 2022 | $499.3M | $349.2M | $150.1M | 8 | 0 |
| Apr 2022 | $499.3M | $349.2M | $150.1M | 9 | 0 |
| Mar 2022 | $499.3M | $349.2M | $150.1M | 9 | 0 |
| Feb 2022 | $389.1M | $389.1M | $0 | 9 | 0 |
| Oct 2021 | $389.1M | $389.1M | $0 | 9 | 0 |
| May 2021 | $389.1M | $389.1M | $0 | 9 | 0 |
| Mar 2021 | $389.1M | $389.1M | $0 | 8 | 0 |
| Dec 2020 | $139.2M | $139.2M | $0 | 7 | 0 |
| Oct 2020 | $139.2M | $139.2M | $0 | 7 | 0 |
| May 2020 | $139.2M | $139.2M | $0 | 7 | 0 |
| Mar 2020 | $139.2M | $139.2M | $0 | 7 | 0 |
| Mar 2019 | $130.7M | $130.7M | $0 | 7 | 0 |
| Dec 2018 | $115.5M | $115.5M | $0 | 6 | 0 |
| Oct 2018 | $0 | $0 | $0 | 6 | 0 |
| Oct 2018 | $0 | $0 | $0 | 6 | 0 |
| Aug 2018 | $0 | $0 | $0 | 6 | 0 |
DateApr 2025
Total AUM$782M
Discretionary$782M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$782M
Discretionary$782M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$782M
Discretionary$782M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$636.1M
Discretionary$636.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$636.1M
Discretionary$636.1M
Non-Disc.$0
Employees10
Clients0
DateAug 2024
Total AUM$636.1M
Discretionary$636.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$636.1M
Discretionary$636.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$636.1M
Discretionary$636.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$636.1M
Discretionary$636.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$636.1M
Discretionary$636.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$526.2M
Discretionary$526.2M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$526.2M
Discretionary$526.2M
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$526.2M
Discretionary$526.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$526.2M
Discretionary$526.2M
Non-Disc.$0
Employees12
Clients0
DateDec 2022
Total AUM$499.3M
Discretionary$349.2M
Non-Disc.$150.1M
Employees12
Clients0
DateOct 2022
Total AUM$499.3M
Discretionary$349.2M
Non-Disc.$150.1M
Employees12
Clients0
DateSep 2022
Total AUM$499.3M
Discretionary$349.2M
Non-Disc.$150.1M
Employees9
Clients0
DateAug 2022
Total AUM$499.3M
Discretionary$349.2M
Non-Disc.$150.1M
Employees8
Clients0
DateJun 2022
Total AUM$499.3M
Discretionary$349.2M
Non-Disc.$150.1M
Employees8
Clients0
DateApr 2022
Total AUM$499.3M
Discretionary$349.2M
Non-Disc.$150.1M
Employees9
Clients0
DateMar 2022
Total AUM$499.3M
Discretionary$349.2M
Non-Disc.$150.1M
Employees9
Clients0
DateFeb 2022
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees7
Clients0
DateDec 2018
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0