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KMG FIDUCIARY PARTNERS, LLC

TOLEDO, OH · CRD 298331 · IAPD ↗ · (419) 517-8040

$1.67BRegulatory AUM
10Advisory reps
16Employees
0Clients
101-250Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
December 2025 — KMG FIDUCIARY PARTNERS, LLC notice-filed in KY, LA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — KMG FIDUCIARY PARTNERS, LLC added office(s): 4 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2025 — KMG FIDUCIARY PARTNERS, LLC reported RAUM up 27% ($1.26B -> $1.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2025 — KMG FIDUCIARY PARTNERS, LLC notice-filed in CO, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.