KMG FIDUCIARY PARTNERS, LLC
CRD #298331 SEC #801-113981 TOLEDO, OH (419) 517-8040
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
17
Clients
101
Accounts
3,849
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.6B | $1.6B | $6.9M | 17 | 0 |
| Oct 2025 | $1.6B | $1.6B | $6.9M | 17 | 0 |
| Mar 2025 | $1.6B | $1.6B | $6.9M | 17 | 0 |
| Dec 2024 | $1.3B | $1.3B | $6.2M | 15 | 0 |
| Mar 2024 | $1.3B | $1.3B | $6.2M | 15 | 0 |
| Mar 2023 | $1B | $1B | $2.9M | 16 | 0 |
| Mar 2022 | $924.3M | $924.3M | $0 | 13 | 0 |
| Feb 2021 | $827.6M | $827.6M | $0 | 14 | 0 |
| Jul 2020 | $600M | $600M | $0 | 13 | 0 |
| Jun 2020 | $600M | $600M | $0 | 13 | 0 |
| May 2020 | $600M | $600M | $0 | 13 | 0 |
| May 2020 | $600M | $600M | $0 | 13 | 0 |
| Apr 2020 | $600M | $600M | $0 | 13 | 0 |
| Mar 2020 | $600M | $600M | $0 | 13 | 0 |
| Feb 2019 | $367M | $367M | $0 | 7 | 0 |
| Jan 2019 | $339.6M | $332.8M | $6.8M | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
| Aug 2018 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.9M
Employees17
Clients0
DateOct 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.9M
Employees17
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.9M
Employees17
Clients0
DateDec 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.2M
Employees15
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.2M
Employees15
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$2.9M
Employees16
Clients0
DateMar 2022
Total AUM$924.3M
Discretionary$924.3M
Non-Disc.$0
Employees13
Clients0
DateFeb 2021
Total AUM$827.6M
Discretionary$827.6M
Non-Disc.$0
Employees14
Clients0
DateJul 2020
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees13
Clients0
DateMay 2020
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees13
Clients0
DateMay 2020
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees13
Clients0
DateFeb 2019
Total AUM$367M
Discretionary$367M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$339.6M
Discretionary$332.8M
Non-Disc.$6.8M
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0