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 registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual/family and institutional clients and positions itself as a capital allocator: it provides financial planning and portfolio management for individuals, small businesses and institutions, and it conducts selection of other advisers. Pricing is a mix of asset-based fees and fixed fees. KMG is not identified as an active ESG investor and does not describe multi-state adviser or pension consultancy specialization in the available data.
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 7
Richard 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 105Active vs passive
$400M in ETFs
45%
$178M
39%
$221M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $37.8M | 50,540 | 9.47% |
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
Similar firms
Seniors Housing Fund Manager LLC
RIAToledo, OH
Croak Capital
RIAToledo, OH
Structured Wealth Management, Inc.
RIAToledo, OH
Alan B. Lancz & Associates, Inc.
RIAToledo, OH
Gurnee Group, LLC
RIAToledo, OH
Integrated Financial Resources, Inc.
RIAToledo, OH