Kmg Fiduciary Partners, LLC
● SEC registered since 2018CRD 298331SEC# 801-113981Toledo, OH
Reg. AUM
$1.67B
Employees
16
Accounts
3,934
Location
Toledo, OH
Kmg Fiduciary Partners, LLC assets under management
Kmg Fiduciary Partners, LLC is a registered investment adviser overseen by the SEC based in Toledo, OH. The firm has been registered since 2018. It reports $1.7 billion in regulatory assets under management and employs 16 people.
Kmg Fiduciary Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Edward Mechling Control | Managing Member And Chief Operating Officer | 25-50% | 2018 |
| David Richard Kaser Control | Managing Member And Chief Compliance Officer | 25-50% | 2018 |
| Richard Joseph Kaser Control | Managing Member And Chief Investment Officer | 25-50% | 2018 |
Frequently asked questions
How much does Kmg Fiduciary Partners, LLC manage?
Kmg Fiduciary Partners, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Kmg Fiduciary Partners, LLC have?
Kmg Fiduciary Partners, LLC reports 16 employees.
Where is Kmg Fiduciary Partners, LLC located?
Kmg Fiduciary Partners, LLC is based in Toledo, OH and has been SEC-registered since 2018.
Does Kmg Fiduciary Partners, LLC disclose fund performance?
Kmg Fiduciary Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7530 Kings Pointe Road, Toledo, OH 43617 |
| Phone | (419) 517-8040 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.67B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.67Bregulatory AUM
Discretionary $1.67B