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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KEY CLIENT FIDUCIARY ADVISORS, LLC

CRD 298240

FAIRFIELD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b86c311-3eae-b64e-b75f-744577f7fbaf

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Aug 20, 2018 to Mar 11, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $896MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $896M
Private client RAUM: $731MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $89.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,195
Individual clients: 1,997
High net worth clients: 198
Custody, client assets: $262M
SEC number: 801-114010
CRD: 298240
Filings on the tape: 34
First filed: Aug 20, 2018
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, DE
Website: keyclientfa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC ROBERT FISHMAN	n/a	FAIRFIELD, NJ	7	41	4	no
Richard Anthony Flora	n/a	FAIRFIELD, NJ	7	41	2	no
JOEL DAVID ORRIS	n/a	FAIRFIELD, NJ	7	38	5	no
Stuart Mark Schrenzel	n/a	FAIRFIELD, NJ \| Bonita Springs, FL	7	15	1	no
Steven Howard Maide	n/a	FAIRFIELD, NJ	7	12	2	no
Christian Raymond Garces	n/a	FAIRFIELD, NJ	7	16	1	no
ROBERT CHARLES MEHLIN	n/a	FAIRFIELD, NJ	7	34	5	no
ALEXANDER DANIEL ORLANDO	Certified Financial Planner	FAIRFIELD, NJ \| Bonita Springs, FL	6	13	2	no
Christaphor Thomasian	n/a	FAIRFIELD, NJ	4	12	n/a	no
Reese Chance Little	n/a	FAIRFIELD, NJ	2	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FISHMAN, ERIC, ROBERT	Member	D	yes	07/2018	Aug 20, 2018	Oct 9, 2024
FLORA, RICHARD, ANTHONY	CHIEF COMPLIANCE OFFICER AND MEMBER	D	yes	07/2018	Aug 20, 2018	Oct 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Fairfield	Nj	United States	2	no
Oradell	Nj	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$896M	$896M	10	10	2	n/a	n/a
2024	Apr 22, 2025	$782M	$782M	10	10	3	n/a	n/a
2023	Mar 28, 2024	$636M	$636M	11	11	3	n/a	n/a
2022	Mar 29, 2023	$526M	$526M	12	12	4	n/a	n/a
2021	Mar 24, 2022	$499M	$349M	9	9	0	n/a	n/a
2020	Mar 30, 2021	$389M	$389M	8	8	0	n/a	n/a
2019	Mar 20, 2020	$139M	$139M	7	7	0	n/a	n/a
2018	Mar 27, 2019	$131M	$131M	7	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$896M	$782M	14.6%	$526M	19.4%	10	10	2	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	4	Oct 15, 2018	Nov 1, 2018	FAIRFIELD, NJ	Team lift out	Wirehouse to new firm	0.3%

Relationships

Registered with (12)

← Reese Chance LittleAdvisorregistration: current employment
Mar 13, 2024 to presentfactForm ADV
← Christaphor ThomasianAdvisorregistration: current employment
Sep 14, 2022 to presentfactForm ADV
← ALEXANDER DANIEL ORLANDOAdvisorregistration: current employment
Jul 9, 2020 to presentfactForm ADV
← ROBERT CHARLES MEHLINAdvisorregistration: current employment
Mar 5, 2019 to presentfactForm ADV
← Christian Raymond GarcesAdvisorregistration: current employment
Nov 1, 2018 to presentfactForm ADV
← Richard Anthony FloraAdvisorregistration: current employment
Oct 31, 2018 to presentfactForm ADV
← JOEL DAVID ORRISAdvisorregistration: current employment
Oct 31, 2018 to presentfactForm ADV
← Stuart Mark SchrenzelAdvisorregistration: current employment
Oct 31, 2018 to presentfactForm ADV
← Steven Howard MaideAdvisorregistration: current employment
Oct 31, 2018 to presentfactForm ADV
← ERIC ROBERT FISHMANAdvisorregistration: current employment
Oct 12, 2018 to presentfactForm ADV
← Michael Angelo RoseroAdvisorregistration: previous registration
Nov 16, 2022 to Jan 8, 2024factForm ADV
← Gabriel TishelmanAdvisorregistration: previous registration
Apr 30, 2021 to Jun 14, 2022factForm ADV

Controls (2)

← FLORA, RICHARD, ANTHONYOwnerCHIEF COMPLIANCE OFFICER AND MEMBER, ownership code D, individual
Aug 20, 2018 to Oct 9, 2024factForm ADV
← FISHMAN, ERIC, ROBERTOwnerMEMBER, ownership code D, individual
Aug 20, 2018 to Oct 9, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser4 advisors, team lift out, same day
Oct 15, 2018 to Nov 1, 2018factForm ADV

Dated events

Occurred
Jan 8, 2024
Advisor changed firm
Michael Angelo Rosero left Key Client Fiduciary Advisors, Llc for Pruco Securities, Llc (registered 2024-01-16)
Form ADVobserved 4 days ago
Occurred
Jun 14, 2022
Advisor changed firm
Gabriel Tishelman left Key Client Fiduciary Advisors, Llc for Realta Investment Advisors, Inc (registered 2021-05-04)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2022
Regulatory AUM changed
Key Client Fiduciary Advisors, Llc reported RAUM $499.3M, up 28% from $389.1M (2022-02-25 to 2022-03-24)
Form ADVobserved 4 days ago
$110M
Occurred
Mar 30, 2021
Regulatory AUM changed
Key Client Fiduciary Advisors, Llc reported RAUM $389.1M, up 180% from $139.2M (2020-12-10 to 2021-03-30)
Form ADVobserved 4 days ago
$250M
Occurred
Aug 20, 2018
First Form ADV filing
Key Client Fiduciary Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b86c311-3eae-b64e-b75f-744577f7fbaf
First observed: Aug 20, 2018
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KEY CLIENT FIDUCIARY ADVISORS, LLC

CRD 298240

FAIRFIELD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b86c311-3eae-b64e-b75f-744577f7fbaf

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC ROBERT FISHMAN

n/a

FAIRFIELD, NJ

Richard Anthony Flora

n/a

FAIRFIELD, NJ

JOEL DAVID ORRIS

n/a

FAIRFIELD, NJ

Stuart Mark Schrenzel

n/a

FAIRFIELD, NJ | Bonita Springs, FL

Steven Howard Maide

n/a

FAIRFIELD, NJ

Christian Raymond Garces

n/a

FAIRFIELD, NJ

ROBERT CHARLES MEHLIN

n/a

FAIRFIELD, NJ

ALEXANDER DANIEL ORLANDO

Certified Financial Planner

FAIRFIELD, NJ | Bonita Springs, FL

Christaphor Thomasian

n/a

FAIRFIELD, NJ

n/a

Reese Chance Little

n/a

FAIRFIELD, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FISHMAN, ERIC, ROBERT

Member

yes

07/2018

Aug 20, 2018

Oct 9, 2024

FLORA, RICHARD, ANTHONY

CHIEF COMPLIANCE OFFICER AND MEMBER

yes

07/2018

Aug 20, 2018

Oct 9, 2024

City

State

Country

Employees

Also broker-dealer

Fairfield

United States

Oradell

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$896M

n/a

2024

Apr 22, 2025

$782M

n/a

2023

Mar 28, 2024

$636M

n/a

2022

Mar 29, 2023

$526M

n/a

2021

Mar 24, 2022

$499M

$349M

n/a

2020

Mar 30, 2021

$389M

n/a

2019

Mar 20, 2020

$139M

n/a

2018

Mar 27, 2019

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$896M

$782M

14.6%

$526M

19.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Oct 15, 2018

Nov 1, 2018

FAIRFIELD, NJ

Team lift out

Wirehouse to new firm

0.3%