KMG FIDUCIARY PARTNERS, LLC
Firm details
- Headquarters
- TOLEDO, Ohio
- CRD number
- 298331
- Registered since
- September 13, 2018
- Website
- kmgfp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.31%
- Individuals17.74%
- Pension & Profit Sharing Plans0.83%
- Charitable Organizations0.09%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
KMG Fiduciary Partners, LLC is an independent SEC-registered registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual/family and institutional clients and is owned by an individual principal. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also performs selection of outside advisers—acting as a capital allocator rather than running a large in-house alternative manager platform. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. The firm is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Contacts
3 of 7RICHARD KASER
Wealth AdvisorCRD 2083645
ANDREW HELLSTEDT
Wealth AdvisorCRD 7777482
Robert Thompson
Wealth AdvisorCRD 7186323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 146Active vs passive
$578M in ETFs
49%
$281M
40%
$297M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.2M | 60,055 | 6.79% |
Location
TOLEDO, OH
LUCAS
Location
TOLEDO, OH
Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 7530 Kings Pointe Rd
- Time zone
- ET (UTC-5)
- Office locations
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