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KMG FIDUCIARY PARTNERS, LLC
CRD 298331File 801-113981
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$1.67B
Clients
1,310
3,934 accounts
Employees
16
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 13, 2018
- Principal office
- 7530 KINGS POINTE ROAD, TOLEDO, OH, 43617
- Phone
- (419) 517-8040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $1.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,934
- Non-discretionary accounts
- 0
- Total accounts
- 3,934
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $422K |
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 403 | $1.36B |
| Pension and profit sharing plans | 9 | $14.0M |
| Individuals (other than high net worth individuals) | 898 | $296.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Clients | 1,338 | 1,310 | decreased by28 |
| Apr 1, 2026 | AUM | $1,598,774,979 | $1,672,631,724 | increased by$73,856,745 |
| Apr 1, 2026 | Accounts | 3,849 | 3,934 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 973 | 1,338 | increased by365 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $924,313,971 | $1,598,774,979 | increased by$674,461,008 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,555 | 3,849 | increased by1,294 |
| Apr 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Clients | 855 | 973 | increased by118 |
| Apr 1, 2022 | AUM | $827,562,392 | $924,313,971 | increased by$96,751,579 |
| Apr 1, 2022 | Accounts | 2,332 | 2,555 | increased by223 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KMG FIDUCIARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KMG FIDUCIARY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.