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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| KMG Fiduciary Partners LLC
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| CRD # | 298331 |
| SEC # | 801-113981 |
| CIK # | 0001773205 |
| AUM | $1.6 B (2025-03-04) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 419-517-8040 |
| Address | 7530 Kings Pointe Road Toledo, OH 43617 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 63.9 | ||
| Nvidia Corp | 61.7 | ||
| Apple Inc | 58.9 | ||
| Amazon Com Inc | 38.9 | ||
| J P Morgan Chase & Co | 35.3 | ||
| Alphabet Inc | 34.1 | ||
| Facebook Inc | 32.2 | ||
| Lilly Eli & Co | 23.4 | ||
| Goldman Sachs Group Inc | 21.5 | ||
| Oracle Corp | 15.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 957 | 329.1 |
| (b) Individuals (high net worth individuals) | 366 | 1,250.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 15.4 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,849 | 1,598.8 |
| By Discretionary | ||
| Discretionary | 3,841 | 1,591.8 |
| Non-Discretionary | 8 | 6.9 |
| Total | 3,849 | 1,598.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 1,590.7 | |
| Total | 3,849 | 1,598.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001773205] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ranger Investment Management LP
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|
TX | 1.6 |
|
Azzad Asset Management Inc
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|
VA | 1.6 |
|
Artemis Wealth Advisors LLC
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|
NY | 1.6 |
|
Promus Capital LLC
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|
IL | 1.6 |
|
Castle Rock Advisors LLC
✚
|
MA | 1.6 |
|
Guidestone Advisors LLC
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|
TX | 1.6 |
|
City National Securities Inc
✚
|
CA | 1.6 |
|
Fourthought Financial Partners LLC
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|
FL | 1.6 |
|
Cullinan Associates Inc
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|
KY | 1.6 |
|
Orleans Capital Management Corp
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|
LA | 1.6 |