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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, DAVID, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| KASER, RICHARD, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
| MECHLING, AARON, EDWARD | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | C | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (21)
AZ CA CO FL GA IL IN KY LA MA MI MN NC OH OR PA SC TN TX VA WI
Address
7530 KINGS POINTE ROADTOLEDO, OH 43617
United States
Phone: (419) 517-8040