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- Custodian
- Charles Schwab & Company · Fiduciary Trust · First Clearing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-2018
- Office Locations
- 2
Office Locations
About KEY Client Fiduciary Advisors, LLC
Key Client Fiduciary Advisors, LLC is an independent, SEC-registered RIA in New Jersey providing fiduciary portfolio & wealth management and holistic financial planning for individuals and corporate retirement/benefit programs (e.g., 401(k) and cash balance plans). The firm emphasizes economically based, goals- and risk-driven asset allocation using vehicles such as ETFs, mutual funds, and fixed income. Notable for operating on Black Diamond and Envestnet MoneyGuide; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between April 22, 2025 and March 11, 2026, reported AUM increased 14.6%, from $782.0M to $896.3M.
Across 5 reported observations, AUM increased 79.5% between December 8, 2022 and March 11, 2026, from $499.3M to $896.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 2,272 clients, or 227.2 clients per representative. That equates to $394.5K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full KEY Client Fiduciary Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC ROBERT FISHMAN
Advisor
- CRD
- #1352028
- Ownership
- 50% but less than 75%
Richard Anthony Flora
Chief Compliance Officer, Partner
- CRD
- #1121424
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Christian Raymond Garces
--
- CRD
- #5312460
Reese Chance Little
--
- CRD
- #7594236
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $896,330,281 | $408,351 |
| Non-Discretionary | $0 | -- |
| Total | $896,330,281 | $408,351 |
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Separately Managed Accounts
SMA allocation detail is available
KEY Client Fiduciary Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
KEY Client Fiduciary Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.