# KMG Fiduciary Partners, LLC

> KMG Fiduciary Partners, LLC is an SEC-registered investment advisory firm in Toledo, OH, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 298331
- Filed as: KMG FIDUCIARY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toledo, OH
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298331
- AdvisorCensus page: https://advisorcensus.com/firm/kmg-fiduciary-partners-llc-toledo-oh-298331

## Quick answers

**How is KMG Fiduciary Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KMG Fiduciary Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is KMG Fiduciary Partners, LLC located?**
KMG Fiduciary Partners, LLC's principal office is in Toledo, OH, according to its Form ADV.

**Is KMG Fiduciary Partners, LLC registered with the SEC or a state?**
KMG Fiduciary Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298331.

**How much does KMG Fiduciary Partners, LLC manage?**
KMG Fiduciary Partners, LLC reports $1,672,631,724 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have KMG Fiduciary Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for KMG Fiduciary Partners, LLC: Regulatory assets under management: $827,562,392 in the October 2021 data and $1,672,631,724 in the October 2026 data, up 102%. Total employees: 14 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does KMG Fiduciary Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (898); high net worth individuals (403); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does KMG Fiduciary Partners, LLC use?**
KMG Fiduciary Partners, LLC's 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.

**Does KMG Fiduciary Partners, LLC report any disciplinary disclosures?**
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/298331

**Does KMG Fiduciary Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "KMG Fiduciary Partners does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in KMG Fiduciary Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: No longer lists an office in Birmingham, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> KMG Fiduciary Partners does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,672,631,724
- Discretionary: $1,672,631,724
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 898 | $296,671,300 |
| High net worth individuals | 403 | $1,360,022,541 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $13,960,085 |
| Charitable organizations | Fewer than 5 | $1,556,297 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $421,501 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 16 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, OH, OR, PA, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kmgfiduciarypartners.com
- kmgfp.com
- Facebook @KMGFP
- Instagram @kmg_fiduciary
- LinkedIn @kmg-fiduciary-partners
- YouTube @KMG_FiduciaryPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $827,562,392 | 14 | February 8, 2021 |
| October 2022 | $924,313,971 | 13 | March 16, 2022 |
| October 2023 | $1,007,846,931 | 16 | March 10, 2023 |
| October 2024 | $1,257,998,286 | 15 | March 18, 2024 |
| October 2025 | $1,598,774,979 | 17 | March 4, 2025 |
| October 2026 | $1,672,631,724 | 16 | May 12, 2026 |

Regulatory assets under management: $827,562,392 in the October 2021 data and $1,672,631,724 in the October 2026 data, up 102%.
Total employees: 14 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- No longer lists an office in Birmingham, MI.

### December 2025
- Registered or notice-filed in KY, LA, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KMG Fiduciary Partners, LLC (CRD 298331): Form ADV filing data as of October 2026.