KMG Fiduciary Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
KMG Fiduciary Partners reports 1,310 clients. They include 898 individual clients, 403 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 100.0% ($1.67B across 3,934 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 18% |
| High-net-worth individuals | 31% | 81% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 898 | $297M | 17.7% | $330K |
| High-net-worth individuals | 403 | $1.36B | 81.3% | $3.37M |
| Pension and profit-sharing plans | 9 | $14M | 0.8% | $1.55M |
| Charitable organizations | Fewer than 5 | $1.56M | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $422K | 0.0% | — |
| Total | 1,310 | $1.67B | 100% | — |
- Clients
- 898
- Regulatory AUM
- $297M
- AUM share
- 17.7%
- Avg. per client
- $330K
- Clients
- 403
- Regulatory AUM
- $1.36B
- AUM share
- 81.3%
- Avg. per client
- $3.37M
- Clients
- 9
- Regulatory AUM
- $14M
- AUM share
- 0.8%
- Avg. per client
- $1.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.56M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $422K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 1,310
- Regulatory AUM
- $1.67B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
KMG Fiduciary Partners charges 0.50%–1.50% a year for its Asset management services. The fee is billed in arrears and is negotiable.
Fee details and sources
David Kaser owns 25% to 50% of KMG Fiduciary Partners. The leadership team of KMG Fiduciary Partners includes Chief Investment Officer Richard Kaser, Chief Operating Officer Aaron Mechling and Chief Compliance Officer David Kaser. It has 16 employees, 10 of them in advisory roles.
Leadership
- Aaron MechlingManaging Member and Chief Operating Officer
- David KaserManaging Member and Chief Compliance Officer
- Richard KaserManaging Member and Chief Investment Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Brandon Fredrick Grimm
- Andrew Brooks Hellstedt
- Cameron David Kaser
- David Richard Kaser
- Richard Joseph Kaser
- Aaron E Mechling
- Robert Drummond Thompson
Staff
- 16 employees
- 10 in advisory functions
- 10 state-registered reps
- 2 soliciting firms
- Owns 25% to 50% of KMG Fiduciary Partners, LLC
David Kaser
Control person · since September 2018
- Owns 25% to 50% of KMG Fiduciary Partners, LLC
Richard Kaser
Control person · since September 2018
- Owns 25% to 50% of KMG Fiduciary Partners, LLC
Aaron Mechling
Control person · since September 2018
KMG Fiduciary Partners’ regulatory assets grew 2.0× from $828M (February 2021) to $1.67B (May 2026); clients rose from 855 to 1,310 and employees from 14 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.67B | 1,310 | 16 | 6 |
| March 2025 | $1.6B | 1,338 | 17 | 9 |
| March 2024 | $1.26B | 1,128 | 15 | 5 |
| March 2023 | $1.01B | 1,109 | 16 | 5 |
| March 2022 | $924M | 973 | 13 | 5 |
| February 2021 | $828M | 855 | 14 | 4 |
Besides its headquarters, KMG Fiduciary Partners has 5 offices (5 private residences, listed without an address), with 1 listed address in Ohio.
Ohio · 1 listed address
- 7530 Kings Pointe Road, ToledoHQ
Contact and registration details
- Legal name
- KMG Fiduciary Partners, LLC
- Headquarters
- 7530 Kings Pointe Road, Toledo, OH 43617
- Website
- kmgfp.com
- Phone
- 419-517-8040
- @kmg-fiduciary-partners
- SEC file
- 801-113981
- Structure
- Delaware LLC
- Fiscal year end
- December
KMG Fiduciary Partners uses Fidelity ($1.59B) as custodian for its separately managed accounts. KMG Fiduciary Partners has custody of $974M in client assets for 505 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.59B100%
At year end, KMG Fiduciary Partners’ separately managed accounts were mostly in stocks (57%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.08B across 207 positions; the largest are Apple Inc. (6.5%), Nvidia Corporation (5.2%) and Alphabet Inc. (4.6%).
What the accounts hold
- Stocks57%
- Funds36%
- Bonds1%
- Cash6%
Reported 13F holdings
- $1.08B
- Reported 13F value
- 207
- Positions
- 39.1%
- In the 10 largest
- −20.4%
- Value vs. prior quarter
- Apple Inc.6.5%
- Nvidia Corporation5.2%
- Alphabet Inc. · Cap Stk CL A4.6%
- Microsoft Corp.4.1%
- iShares TR · Core S&P500 ETF3.5%
- Amazon Com Inc.3.4%
- JPMORGAN Chase & CO3.2%
- SPDR Series Trust · ST Str P500etf3.0%
- Advanced Micro Devices Inc.2.8%
- Eli Lilly & CO2.7%
Together, the ten largest are 39.1% of reported value.
How many clients does KMG Fiduciary Partners have?
KMG Fiduciary Partners has 1,310 clients and manages $1.67 billion for them, as of May 2026. They include 898 individual clients, 403 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does KMG Fiduciary Partners offer?
KMG Fiduciary Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does KMG Fiduciary Partners charge?
KMG Fiduciary Partners charges 0.50%–1.50% a year for its Asset management services. The fee is billed in arrears and is negotiable.
Source: DISCLOSURE BROCHURE FOR KMG FIDUCIARY PARTNERS, LLC, filed 19 March 2026
Which custodians does KMG Fiduciary Partners use?
KMG Fiduciary Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.59B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does KMG Fiduciary Partners have?
KMG Fiduciary Partners has 10 investment adviser representatives registered with state securities authorities, out of 16 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does KMG Fiduciary Partners invest in?
At the end of its last fiscal year, KMG Fiduciary Partners’ separately managed accounts held 57% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns KMG Fiduciary Partners?
KMG Fiduciary Partners’ direct owners are David Kaser, Richard Kaser and Aaron Mechling, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does KMG Fiduciary Partners get paid?
KMG Fiduciary Partners is paid through a percentage of assets under management 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
How do I contact KMG Fiduciary Partners?
KMG Fiduciary Partners’ main office is at 7530 Kings Pointe Road, Toledo, OH 43617. Its phone number is 419-517-8040. Its website is kmgfp.com.