{"url":"https://nivawealth.com/firms/afg-fiduciary-services-limited-partnership-309943","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309943","regulatoryAum":166256181,"crd":"309943","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1694580","suffix":null,"lastName":"KENNEY","firstName":"BRIAN","middleName":"MICHAEL"},{"crd":"1017415","suffix":null,"lastName":"MCCARTHY","firstName":"JOSEPH","middleName":"WILLIAM"},{"crd":"2388770","suffix":null,"lastName":"SKAHAN","firstName":"SUSAN","middleName":"ALICE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-22","regulatoryAum":186000000,"clients":314,"employees":4,"offices":1},{"filedOn":"2022-02-09","regulatoryAum":199000000,"clients":134,"employees":4,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":175000000,"clients":137,"employees":4,"offices":2},{"filedOn":"2024-02-23","regulatoryAum":213266000,"clients":170,"employees":4,"offices":1},{"filedOn":"2025-02-13","regulatoryAum":229162602,"clients":168,"employees":4,"offices":1},{"filedOn":"2026-03-05","regulatoryAum":166256181,"clients":159,"employees":3,"offices":1}],"secFileNumber":"801-119539","legalName":"Afg Fiduciary Services Limited Partnership","displayName":"AFG Fiduciary Services Limited Partnership","slug":"afg-fiduciary-services-limited-partnership-309943","website":"https://afgfiduciary.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Massachusetts limited liability partnership","fiscalYearEnd":"December","headquarters":{"street":"2 Essington Drive","city":"Hingham","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02043"},"tradeNames":[],"registration":{"secApproved":"25 September 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1028431.427672956,"staff":{"employees":3,"advisory":3,"brokerDealerReps":3,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":166256181,"discretionary":166256181,"discretionaryAccounts":323,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":166256181,"nonUsClientsPct":0,"nonAumClients":18},"clientTypes":[{"label":"Individuals (other than HNW)","clients":46,"regulatoryAum":46450827},{"label":"High-net-worth individuals","clients":113,"regulatoryAum":117069770},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":945384},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":1790200}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015143","versionId":1015143,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-05","documentName":"AFG DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed hourly at up to $300 an hour, or as a fixed fee negotiated from the expected hours; 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They include 113 high-net-worth individuals and 46 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does AFG Fiduciary Services Limited Partnership offer?","answer":"AFG Fiduciary Services Limited Partnership provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does AFG Fiduciary Services Limited Partnership charge?","answer":"AFG Fiduciary Services Limited Partnership charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.","source":"AFG DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does AFG Fiduciary Services Limited Partnership use?","answer":"AFG Fiduciary Services Limited Partnership’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $166M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does AFG Fiduciary Services Limited Partnership have?","answer":"AFG Fiduciary Services Limited Partnership has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AFG Fiduciary Services Limited Partnership invest in?","answer":"At the end of its last fiscal year, AFG Fiduciary Services Limited Partnership’s separately managed accounts held 69% exchange-traded equities, 20% cash and equivalents, 5% investment grade corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs), 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns AFG Fiduciary Services Limited Partnership?","answer":"AFG Fiduciary Services Limited Partnership is owned through a holding company by Brian Kenney. Its direct owner is Afg GP LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does AFG Fiduciary Services Limited Partnership get paid?","answer":"AFG Fiduciary Services Limited Partnership is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact AFG Fiduciary Services Limited Partnership?","answer":"AFG Fiduciary Services Limited Partnership’s main office is at 2 Essington Drive, Hingham, MA 02043. Its phone number is 781-741-2540. 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Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}