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, individually owned registered investment adviser that began SEC registration in 2018. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing and fixed-fee engagements. The firm identifies as a capital allocator and does not position itself 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 7
Brandon Grimm
Wealth AdvisorCRD 4296826
Robert Thompson
Wealth AdvisorCRD 7186323
Cameron Kaser
Wealth AdvisorCRD 6813313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$321M in ETFs
44%
$140M
38%
$181M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $37.6M | 49,062 | 11.72% |
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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