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- Custodian
- Charles Schwab & Company · Fiduciary Trust · First Clearing
- Clients
- Retail and Institutional
- Platforms
- Frontier primeGlacier
- 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.
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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
Atlas summit
Atlas unison bridge
- CRD
- #97254
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
Total SMA Asset: $896,330,281
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $517,420,776 | 13.9% |
| Equity - Exchange | $524,865,679 | 14.1% |
| Corporate - Investment Grade | $264,294,065 | 7.1% |
| Cash | $573,257,550 | 15.4% |
| Other | $483,918,711 | 13.0% |
| U.S. Government/Agency | $513,698,324 | 13.8% |
| Equity - OTC | $405,747,227 | 10.9% |
| Other | $439,249,291 | 11.8% |
| Total | $3,722,451,623 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM MERIDIAN | OPTIMA UNISON | XXH9OMC1I | IAX | 6.90% | $52,989,165 |
| HORIZON SUMMIT BRIDGE | FOCUS EMBER | TE3N73WBS | JCX | 11.68% | $91,962,803 |
| GLACIER ALPHA | RADIAL GLACIER | OJBPD4LW4 | TIIUK | 8.92% | $47,260,656 |
| CREST HARBOR QUANTUM | MOMENTUM RIDGE | COWDN6DQZ | XJFCH | 11.74% | $81,765,955 |
| LEGACY MATRIX RIDGE | VITAL RIDGE | SA5J3XFC7 | CNCSC | 6.35% | $31,126,050 |
| BRIDGE VALUE RADIAL | VALUE HARBOR | IXS85BCZ8 | LUFI | 12.15% | $90,640,219 |
| CAPITAL OAK MOMENTUM | INSIGHT VERTEX | X89LWIWJV | AHUOU | 12.59% | $97,750,751 |
| TIMBER VITAL | OPTIMA PEAK | 7F4LBA2SC | FVERD | 2.40% | $66,250,884 |