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| KMG Fiduciary Partners LLC
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| CRD # | 298331 |
| SEC # | 801-113981 |
| CIK # | 0001773205 |
| AUM | 1,672.6 M (2026-05-12) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 419-517-8040 |
| Address | 7530 Kings Pointe Road Toledo, OH 43617 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001773205 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 69.6 | ||
| Nvidia Corp | 56.5 | ||
| Alphabet Inc | 50.0 | ||
| Microsoft Corp | 43.7 | ||
| Amazon Com Inc | 37.0 | ||
| J P Morgan Chase & Co | 34.2 | ||
| Advanced Micro Devices Inc | 30.6 | ||
| Lilly Eli & Co | 29.6 | ||
| Goldman Sachs Group Inc | 21.3 | ||
| Facebook Inc | 18.5 | ||
| AbbVie Inc | 15.9 | ||
| Qualcomm Inc/DE | 15.2 | ||
| Procter & Gamble Co | 15.1 | ||
| Coca Cola Co | 12.9 | ||
| Broadcom Inc | 11.2 | ||
| United Technologies Corp /DE/ | 11.1 | ||
| Marriott International Inc /MD/ | 11.0 | ||
| Cisco Systems Inc | 10.3 | ||
| American Express Co | 10.0 | ||
| Fortinet Inc | 9.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 898 | 296.7 |
| (b) Individuals (high net worth individuals) | 403 | 1,360.0 |
| (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 | 14.0 |
| (h) Charitable organizations | 0 | 1.6 |
| (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 | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,934 | 1,672.6 |
| By Discretionary | ||
| Discretionary | 3,934 | 1,672.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,934 | 1,672.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.0 | |
| United States Persons | 1,659.7 | |
| Total | 3,934 | 1,672.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001773205] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CPC Advisors LLC
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GA | 1,669.8 M |
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Orange Investment Advisors Inc
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NY | 1,668.4 M |
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Northern Trust Securities Inc
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IL | 1,662.4 M |
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Strategic Family Wealth Counselors LLC
✚
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NJ | 1,659.7 M |