Kmg Fiduciary Partners, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 1,310
- Avg AUM / client
- $1.3M
- Accounts
- 3,934
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 898 | $297M | 17.7% |
| High net worth individuals | 403 | $1.4B | 81.3% |
| Pension and profit sharing plans | 9 | $14.0M | 0.83% |
| Charitable organizations | Fewer than 5 clients | $1.6M | 0.09% |
| Corporations and other businesses | Fewer than 5 clients | $422K | 0.03% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ort Tool & Die Corporation 401 K Profit Sharing Plan Ort Tool & Die Corporation | 2024 | |
| The Mcalear Group, Inc. Retirement Plan The Mcalear Group, Inc. Dba Service Spring Corp. | 2024 | |
| American Interiors 401(k) Retirement Plan American Interiors, Inc. | 2024 | |
| Vancrest Health Care Center 401(k) Plan Vancrest Management Corp. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron E Mechling | Managing Member And Chief Operating Officer | Sep 2018 (8y) | 25% – 50% | |
| David Richard Kaser | Managing Member And Chief Compliance Officer | CFP | Sep 2018 (8y) | 25% – 50% |
| Richard Joseph Kaser | Managing Member And Chief Investment Officer | CFP | Sep 2018 (8y) | 25% – 50% |
| Cameron David Kaser | Registered representative | CFP | Nov 2019 (7y) | |
| Robert Drummond Thompson | Registered representative | Oct 2020 (6y) | ||
| Brandon Fredrick Grimm | Registered representative | Jul 2024 (2y) | ||
| Andrew Brooks Hellstedt | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ort Tool & Die Corporation 401 K Profit Sharing Plan | Ort Tool & Die Corporation | 99 | $20.8M | 01/01/2024 |
| The Mcalear Group, Inc. Retirement Plan | The Mcalear Group, Inc. Dba Service Spring Corp. | 476 | $14.1M | 01/01/2024 |
| American Interiors 401(k) Retirement Plan | American Interiors, Inc. | 233 | $13.3M | 01/01/2024 |
| Vancrest Health Care Center 401(k) Plan | Vancrest Management Corp. | 1,799 | $20.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 938 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.6B (95% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗