Overview
Assets Under Management: $1.6 billion
Headquarters: TOLEDO, OH
High-Net-Worth Clients: 366
Average Client Assets: $3 million
Frequently Asked Questions
KMG FIDUCIARY PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298331), KMG FIDUCIARY PARTNERS, LLC is subject to fiduciary duty under federal law.
KMG FIDUCIARY PARTNERS, LLC is headquartered in TOLEDO, OH.
KMG FIDUCIARY PARTNERS, LLC serves 366 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, KMG FIDUCIARY PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
KMG FIDUCIARY PARTNERS, LLC manages $1.6 billion in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, KMG FIDUCIARY PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 366
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,849
Discretionary Accounts: 3,841
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 298331
Filing ID: 2025694
Last Filing Date: 2025-11-11 15:52:48
Website: 8