Afg Fiduciary Services Limited Partnership
- Regulatory AUM
- $166M
- Discretionary
- $166M
- Clients
- 159
- Avg AUM / client
- $1.0M
- Accounts
- 323
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $46.5M | 27.9% |
| High net worth individuals | 113 | $117M | 70.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $945K | 0.57% |
| Corporations and other businesses | Fewer than 5 clients | $1.8M | 1.08% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Precinmac 401(k) Plan Major Tool & Machine, Inc. | 2024 | |
| Corevitas, Llc 401(k) Plan Corevitas, Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Michael Kenney | Partner/Principal / Chief Compliance Officer | Jun 2020 (6y) | ≈ 56.25% – 100% via Afg Gp Llc | |
| Joseph William Mccarthy | Registered representative | CFP | Dec 2020 (6y) | |
| Susan Alice Skahan | Registered representative | Jun 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Afg Gp Llc | General Partner | Jun 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Michael Kenney: 75% – 100% of Afg Gp Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Precinmac 401(k) Plan | Major Tool & Machine, Inc. | 1,536 | $152M | 01/01/2024 |
| Corevitas, Llc 401(k) Plan | Corevitas, Llc | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 918 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $166M (100% of AUM) Mar 2026
- Charles Schwab & Co. $161M (87% of AUM) Oct 2021
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: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗