Kmg Fiduciary Partners, LLC

CRD 298331 · Toledo, OH · $1.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 298331
SEC number: 801-113981
Firm type: RIA
Assets under management: $1.7B as of May 12, 2026
Website: www.facebook.com/KMGFP ↗
Phone: (419) 517-8040
Address: 7530 Kings Pointe Road, Toledo, OH, 43617

Advisors at this firm

7 in our index · page 1 of 1

Brandon Fredrick GrimmCRD 4296826 · Toledo, OH

IA RegisteredRegistration inactive
Andrew Brooks HellstedtCRD 7777482 · Charlotte, NC

IA RegisteredRegistration inactive
David Richard KaserCRD 1172233 · Toledo, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Richard Joseph KaserCRD 2083645 · Toledo, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Cameron David KaserCRD 6813313 · Toledo, OH

IA Registered
Aaron E MechlingCRD 2955036 · Toledo, OH

IA RegisteredRegistration inactive
Robert Drummond ThompsonCRD 7186323 · Miami, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 298331 ↗ FINRA BrokerCheck record for firm CRD 298331 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.