Hedge Fund Database

KEY CLIENT FIDUCIARY ADVISORS, LLC

Adviser information for KEY CLIENT FIDUCIARY ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 6
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 817 $636.1M
Non-Discretionary 0 $0
Total 817 $636.1M

Clients

Type Number RAUM
Individuals 654 $73.4M
HNW Individuals 163 $431.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 64 $131.2M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-114010
SEC ERA File Number 801-114010
SEC CIK Numbers 1912612
SEC CRD Numbers 298240
Legal Entity Identifier None

Principal Office

363 ROUTE 46 WEST
SUITE 300
FAIRFIELD
NJ
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 973-244-4142, Fax: 973-244-4159

Websites

www.cjefinancial.com/ www.keyclientfa.com www.tributarywm.com/

Chief Compliance Officer

RICHARD ANTHONY FLORA
MEMBER
363 ROUTE 46 WEST
SUITE 300
FAIRFIELD
NJ
United States
Tel: 973-244-4141
Fax: 973-244-4159
(Full email address available in API data)

Regulatory Contact

ERIC R. FISHMAN
363 ROUTE 46 WEST
SUITE 300
FAIRFIELD
NJ
United States
Tel: 973-244-4142
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FISHMAN, ERIC, ROBERT Individual – MEMBER 07/2018 50-75%
FLORA, RICHARD, ANTHONY Individual – CHIEF COMPLIANCE OFFICER AND MEMBER 07/2018 50-75%

No. Employees, Historic

201002020202120222023202420257 on 3/20/20207 on 5/27/20207 on 10/15/20207 on 12/10/20208 on 3/30/20219 on 5/20/20219 on 10/20/20219 on 2/25/20229 on 3/24/20229 on 3/24/20229 on 4/5/20228 on 6/14/20228 on 8/24/20229 on 9/30/202212 on 10/18/202212 on 12/8/202212 on 3/29/202312 on 8/29/202312 on 9/14/202311 on 1/8/202411 on 3/26/202411 on 3/28/2024

RAUM, Historic

700M350M0202020212022202320242025139185374 on 3/20/2020139185374 on 5/27/2020139185374 on 10/15/2020139185374 on 12/10/2020389149000 on 3/30/2021389149000 on 5/20/2021389149000 on 10/20/2021389149000 on 2/25/2022499330570 on 3/24/2022499330570 on 3/24/2022499330570 on 4/5/2022499330570 on 6/14/2022499330570 on 8/24/2022499330570 on 9/30/2022499330570 on 10/18/2022499330570 on 12/8/2022526183182 on 3/29/2023526183182 on 8/29/2023526183182 on 9/14/2023526183182 on 1/8/2024636061688 on 3/26/2024636061688 on 3/28/2024

No. Clients, Historic

1,0005000202020212022202320242025701 on 3/20/2020701 on 5/27/2020701 on 10/15/2020701 on 12/10/2020985 on 3/30/2021985 on 5/20/2021985 on 10/20/2021985 on 2/25/2022619 on 3/24/2022619 on 3/24/2022619 on 4/5/2022619 on 6/14/2022619 on 8/24/2022619 on 9/30/2022619 on 10/18/2022619 on 12/8/2022785 on 3/29/2023785 on 8/29/2023785 on 9/14/2023785 on 1/8/2024881 on 3/26/2024881 on 3/28/2024

Holdings

From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 571K 6K –
ABBOTT LABS COM 903K 9K –
ABBVIE INC COM 2M 14K –
ACCENTURE PLC IRELAND SHS CLASS A 144K 474 –
ACCENTURE PLC IRELAND SHS CLASS A 61K 200 –
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 257K 264K –
ADOBE INC COM 644K 1K –
ADVANCED MICRO DEVICES INC COM 1M 7K –
AGENUS INC COM NEW 1M 70K –
ALPHABET INC CAP STK CL A 2M 9K –
ALPHABET INC CAP STK CL C 696K 4K –
ALTRIA GROUP INC COM 984K 22K –
AMAZON COM INC COM 5M 28K –
AMERICAN TOWER CORP NEW COM 220K 1K –
AMGEN INC COM 359K 1K –
AMPLIFY ETF TR CWP ENHANCED DIV 913K 24K –
ANALOG DEVICES INC COM 46K 200 –
ANALOG DEVICES INC COM 170K 743 –
ANNALY CAPITAL MANAGEMENT IN COM NEW 3M 141K –
APPLE INC COM 11M 51K –
APPLIED MATLS INC COM 571K 2K –
ARES CAPITAL CORP COM 1M 65K –
AT&T INC COM 2M 82K –
AUTOMATIC DATA PROCESSING IN COM 1M 4K –
BANK AMERICA CORP COM 2M 39K –
BECTON DICKINSON & CO COM 364K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BLOCK INC CL A 541K 8K –
BOEING CO COM 317K 2K –
BRITISH AMERN TOB PLC SPONSORED ADR 458K 15K –
BROADCOM INC COM 621K 387 –
CATERPILLAR INC COM 241K 724 –
CAVA GROUP INC COM 492K 5K –
CENCORA INC COM 470K 2K –
CHEVRON CORP NEW COM 493K 3K –
CISCO SYS INC COM 417K 9K –
CLENE INC COMMON STOCK 9K 26K –
COCA COLA CO COM 441K 7K –
COMCAST CORP NEW CL A 443K 11K –
CONSOLIDATED EDISON INC COM 494K 6K –
COSTCO WHSL CORP NEW COM 639K 752 –
CROWDSTRIKE HLDGS INC CL A 282K 735 –
CSX CORP COM 384K 11K –
CVS HEALTH CORP COM 377K 6K –
CYTOSORBENTS CORP COM NEW 24K 35K –
DEERE & CO COM 208K 557 –
DEVON ENERGY CORP NEW COM 293K 6K –
DISNEY WALT CO COM 911K 9K –
DOW INC COM 290K 5K –
DRAFTKINGS INC NEW COM CL A 209K 5K –
EA SERIES TRUST STRIVE 1000 VALU 282K 10K –
ELI LILLY & CO COM 978K 1K –
ENBRIDGE INC COM 255K 7K –
ENERGY TRANSFER L P COM UT LTD PTN 191K 12K –
ETF SER SOLUTIONS AAM S&P 500 326K 11K –
ETF SER SOLUTIONS AAM LW DUR PFD 1M 55K –
ETFS GOLD TR PHYSCL GOLD SHS 216K 10K –
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 312K 6K –
EXXON MOBIL CORP COM 1M 13K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 394K 4K –
FIRST TR EXCHANGE TRADED FD INDXX AEROSPACE 9M 320K –
FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 2M 38K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 892K 16K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 630K 27K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 5M 63K –
FIRST TR EXCHANGE-TRADED FD FT VEST DJIA 1M 62K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 2M 34K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 673K 20K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 259K 3K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 2M 42K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 17M 303K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 364K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 309K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 200K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 2M 74K –
FIRST TR LRG CP VL ALPHADEX COM SHS 265K 4K –
FIRST TR MORNINGSTAR DIVID L SHS 7M 182K –
FIRST TR VALUE LINE DIVID IN SHS 1M 28K –
FORD MTR CO DEL COM 361K 29K –
FRANKLIN TEMPLETON ETF TR US LRG CP MLTFCT 592K 11K –
FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF 1M 51K –
GARMIN LTD SHS 241K 1K –
GE AEROSPACE COM NEW 362K 2K –
GENERAL DYNAMICS CORP COM 232K 799 –
GLOBAL X FDS FINTECH ETF 298K 12K –
GLOBAL X FDS NASDAQ 100 COVER 377K 21K –
GLOBAL X FDS RBTCS ARTFL INTE 323K 10K –
GLOBAL X FDS US INFR DEV ETF 941K 25K –
GOLDMAN SACHS GROUP INC COM 530K 1K –
HOME DEPOT INC COM 1M 4K –
HONEYWELL INTL INC COM 222K 1K –
HOWMET AEROSPACE INC COM 363K 5K –
HUDSON PAC PPTYS INC COM 53K 11K –
ICAHN ENTERPRISES LP DEPOSITARY UNIT 655K 40K –
INTERNATIONAL BUSINESS MACHS COM 2M 10K –
INTERNATIONAL PAPER CO COM 435K 10K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 317K 23K –
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 1M 14K –
INVESCO EXCH TRADED FD TR II S&P GBL WATER 372K 7K –
INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 227K 6K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 732K 4K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 760K 8K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 421K 9K –
INVESCO QQQ TR UNIT SER 1 3M 7K –
ISHARES SILVER TR ISHARES 66K 3K –
ISHARES SILVER TR ISHARES 138K 5K –
ISHARES TR CORE MSCI EAFE 264K 4K –
ISHARES TR CORE S&P500 ETF 568K 1K –
ISHARES TR GLOBAL TECH ETF 217K 3K –
ISHARES TR MRGSTR MD CP GRW 413K 6K –
ISHARES TR US HLTHCARE ETF 490K 8K –
ISHARES TR U.S. FINLS ETF 279K 3K –
ISHARES TR RUS TP200 GR ETF 549K 3K –
ISHARES TR SHORT TREAS BD 206K 2K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 850K 17K –
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 805K 15K –
JOHNSON & JOHNSON COM 571K 4K –
JPMORGAN CHASE & CO. COM 1M 7K –
JUMIA TECHNOLOGIES AG SPONSORED ADS 74K 11K –
KEARNY FINL CORP MD COM 66K 11K –
LEAP THERAPEUTICS INC COM NEW 558K 285K –
LOWES COS INC COM 540K 2K –
MCDONALDS CORP COM 389K 2K –
MERCK & CO INC COM 1M 9K –
META PLATFORMS INC CL A 1M 2K –
MICROSOFT CORP COM 11M 24K –
NEW MTN FIN CORP COM 603K 49K –
NEXTERA ENERGY INC COM 750K 11K –
NOVARTIS AG SPONSORED ADR 251K 2K –
NVIDIA CORPORATION COM 5M 38K –
ORACLE CORP COM 2M 14K –
ORACLE CORP COM 2M 15K –
PACER FDS TR PACER US SMALL 668K 15K –
PACER FDS TR US CASH COWS 100 618K 11K –
PAYPAL HLDGS INC COM 2M 28K –
PEPSICO INC COM 375K 2K –
PFIZER INC COM 687K 25K –
PHILLIPS 66 COM 233K 2K –
PIMCO DYNAMIC INCOME FD SHS 346K 18K –
PNC FINL SVCS GROUP INC COM 263K 2K –
PROCTER AND GAMBLE CO COM 496K 3K –
PROSHARES TR S&P 500 DV ARIST 466K 5K –
PROSHARES TR RUSS 2000 DIVD 368K 6K –
PRUDENTIAL FINL INC COM 3M 21K –
PUBLIC SVC ENTERPRISE GRP IN COM 2M 28K –
QUALCOMM INC COM 323K 2K –
REGAL REXNORD CORPORATION COM 208K 2K –
SALESFORCE INC COM 1M 4K –
SALESFORCE INC COM 1M 5K –
SELECT SECTOR SPDR TR SBI CONS DISCR 230K 1K –
SELECT SECTOR SPDR TR FINANCIAL 497K 12K –
SELECT SECTOR SPDR TR SBI INT-UTILS 4M 58K –
SELECT SECTOR SPDR TR ENERGY 396K 4K –
SELECT SECTOR SPDR TR SBI CONS STPLS 547K 7K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 707K 5K –
SHELL PLC SPON ADS 337K 5K –
SOUTHERN CO COM 379K 5K –
SPDR DOW JONES INDL AVERAGE UT SER 1 721K 2K –
SPDR GOLD TR GOLD SHS 288K 1K –
SPDR S&P 500 ETF TR TR UNIT 5M 10K –
SPDR SER TR PORTFOLIO S&P500 861K 13K –
SPDR SER TR PRTFLO S&P500 VL 204K 4K –
SPDR SER TR PORTFOLIO SHORT 226K 8K –
SPDR SER TR S&P DIVID ETF 334K 3K –
SPDR SER TR PRTFLO S&P500 GW 238K 3K –
SPDR SER TR S&P OILGAS EXP 393K 3K –
STRATEGY SHS NS 7HANDL IDX 323K 15K –
TESLA INC COM 20K 100 –
TESLA INC COM 1M 5K –
TEXAS INSTRS INC COM 249K 1K –
UBER TECHNOLOGIES INC COM 335K 5K –
UNITED PARCEL SERVICE INC CL B 209K 2K –
UNITEDHEALTH GROUP INC COM 217K 425 –
VANECK ETF TRUST MRNGSTR WDE MOAT 1M 13K –
VANECK ETF TRUST SEMICONDUCTR ETF 234K 898 –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
VANGUARD INDEX FDS SML CP GRW ETF 456K 2K –
VANGUARD INDEX FDS SM CP VAL ETF 422K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 3K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 660K 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 6K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 402K 8K –
VANGUARD WORLD FD INF TECH ETF 328K 568 –
VERIZON COMMUNICATIONS INC COM 2M 40K –
VILLAGE FARMS INTL INC COM 650K 638K –
VISA INC COM CL A 368K 1K –
WALMART INC COM 2M 33K –
WASTE MGMT INC DEL COM 214K 1K –
WELLS FARGO CO NEW COM 371K 6K –
WISDOMTREE TR US QTLY DIV GRT 619K 8K –
ZOETIS INC CL A 258K 1K –