This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=3.0

Regulatory AUM

$166MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$166M

Private client RAUM

$164MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$55.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

323

Individual clients

46

High net worth clients

113

Custody, client assets

$28.4M

SEC number

801-119539

CIK

1907820

CRD

309943

Filings on the tape

14

First filed

Aug 27, 2020

Latest filed

Mar 5, 2026

Organised

Limited Liability Partnership, MA

Website

afgfiduciary.com

• Occurred

  Aug 27, 2020
  First Form ADV filing

  Afg Fiduciary Services filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:925cf06e-a23b-7635-1f95-de1d148e5329

First observed

Aug 27, 2020

Last observed

Mar 5, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.