RIA Intel›Advisers›Ohio›KMG FIDUCIARY PARTNERS, LLC

KMG FIDUCIARY PARTNERS, LLC

Advisory

N·TOLEDO, OH

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
0.0%
3-Year CAGR
+11.5%
Employees
10
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,338
Team
Total Employees10
Investment Advisers16
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingAug 14, 2018
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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