KMG Fiduciary Partners, LLC

Overview

KMG Fiduciary Partners, LLC is an SEC registered investment adviser based in Toledo, OH, registered since 2018. It reports $1.7B in assets under management across 3,934 accounts, with 16 employees. It has 7 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

100%

Accounts

3,934

Average account

$425K

Employees

16

Advisory reps

7

Registered since

2018

Jurisdictions

21

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Aaron Edward Mechling Managing Member, Chief Operating Officer CRD 2955036
• David Richard Kaser Managing Member, Chief Compliance Officer CRD 1172233
• Richard Joseph Kaser Managing Member, Chief Investment Officer CRD 2083645

Advisory reps 3 of 7

• Brandon F Grimm Insurance Agent · Investment Adviser Rep CRD 4296826
• Andrew Brooks Hellstedt Insurance Agent · Investment Adviser Rep CRD 7777482
• Cameron David Kaser Investment Adviser Rep CRD 6813313

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7530 Kings Pointe Rd
Toledo, OH 43617

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 21 jurisdictions
• Website: kmgfp.com

Every state, with registration dates

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