{
  "crd_number": 309943,
  "slug": "afg-fiduciary-services-hingham-ma-309943",
  "primary_business_name": "AFG FIDUCIARY SERVICES",
  "legal_name": "AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP",
  "dbas": [],
  "city": "Hingham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-09-25",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 166256181.0,
  "raum_discretionary": 166256181.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 46450827.0,
      "count": 46
    },
    "pension_profit_sharing": {
      "raum": 945384.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 117069770.0,
      "count": 113
    },
    "corporations_other_businesses": {
      "raum": 1790200.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "ME",
    "NH",
    "TX"
  ],
  "websites": [
    "https://afgfiduciary.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309943",
  "city_as_filed": "HINGHAM",
  "url": "https://advisorcensus.com/firm/afg-fiduciary-services-hingham-ma-309943",
  "display_name": "AFG Fiduciary Services",
  "summary": "AFG Fiduciary Services is an SEC-registered investment advisory firm in Hingham, MA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. AFG Fiduciary Services (CRD 309943): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is AFG Fiduciary Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), AFG Fiduciary Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is AFG Fiduciary Services located?",
      "a": "AFG Fiduciary Services' principal office is in Hingham, MA, according to its Form ADV."
    },
    {
      "q": "Is AFG Fiduciary Services registered with the SEC or a state?",
      "a": "AFG Fiduciary Services is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309943."
    },
    {
      "q": "How much does AFG Fiduciary Services manage?",
      "a": "AFG Fiduciary Services reports $166,256,181 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have AFG Fiduciary Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for AFG Fiduciary Services: Regulatory assets under management: $186,000,000 in the October 2021 data and $166,256,181 in the October 2026 data, down 11%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does AFG Fiduciary Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (113); individuals (other than high net worth individuals) (46)."
    },
    {
      "q": "Which custodians does AFG Fiduciary Services use?",
      "a": "AFG Fiduciary Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does AFG Fiduciary Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309943"
    },
    {
      "q": "What changed in AFG Fiduciary Services' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $229,162,602 to $166,256,181 (-27%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 186000000.0,
      "total_employees": 4,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 199000000.0,
      "total_employees": 4,
      "filing_date": "2022-02-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 175000000.0,
      "total_employees": 4,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 213266000.0,
      "total_employees": 4,
      "filing_date": "2024-02-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 229162602.0,
      "total_employees": 4,
      "filing_date": "2025-02-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 166256181.0,
      "total_employees": 3,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $229,162,602 to $166,256,181 (-27%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/afg-fiduciary-services-hingham-ma-309943.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 46,
      "fewer_than_5": false,
      "raum": 46450827.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 113,
      "fewer_than_5": false,
      "raum": 117069770.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 945384.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1790200.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309943",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}