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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

KMG FIDUCIARY PARTNERS, LLC

CRD 298331

TOLEDO, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0a78ed7-bab3-6f49-633d-6d10b7ba67fd

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 10
On other graphs: 0
Observed: Aug 14, 2018 to May 12, 2026
21 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $239Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 10
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 3,934
Individual clients: 898
High net worth clients: 403
Custody, client assets: $974M
SEC number: 801-113981
CRD: 298331
Filings on the tape: 21
First filed: Aug 14, 2018
Latest filed: May 12, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID RICHARD KASER	Certified Financial Planner	TOLEDO, OH	8	43	3	no
RICHARD JOSEPH KASER	Certified Financial Planner	Atlanta, GA \| TOLEDO, OH	8	36	3	no
AARON E MECHLING	n/a	TOLEDO, OH	8	28	3	no
Cameron David Kaser	Certified Financial Planner	TOLEDO, OH	6	11	n/a	no
Robert Drummond Thompson	n/a	Miami, FL	5	14	1	no
BRANDON FREDRICK GRIMM	n/a	TOLEDO, OH	2	13	1	no
ANDREW BROOKS HELLSTEDT	n/a	Charlotte, NC \| TOLEDO, OH	0	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KASER, DAVID, RICHARD	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	09/2018	May 12, 2026	May 12, 2026
KASER, RICHARD, JOSEPH	MANAGING MEMBER AND CHIEF INVESTMENT OFFICER	C	yes	09/2018	May 12, 2026	May 12, 2026
MECHLING, AARON, EDWARD	MANAGING MEMBER AND CHIEF OPERATING OFFICER	C	yes	09/2018	May 12, 2026	May 12, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Birmingham	Mi	United States	2	no
Mason	Oh	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$1.7B	$1.7B	16	10	8	n/a	n/a
2024	Mar 4, 2025	$1.6B	$1.6B	17	10	8	n/a	n/a
2023	Mar 18, 2024	$1.3B	$1.3B	15	9	4	n/a	n/a
2022	Mar 10, 2023	$1.0B	$1.0B	16	9	4	n/a	n/a
2021	Mar 16, 2022	$924M	$924M	13	10	4	n/a	n/a
2020	Feb 8, 2021	$828M	$828M	14	11	3	n/a	n/a
2019	Mar 18, 2020	$600M	$600M	13	10	0	n/a	n/a
2018	Feb 6, 2019	$367M	$367M	7	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	5	-4	71.4%	0	0	0	2	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.6B	4.6%	$1.0B	18.4%	16	17	5	8

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FORTIS CAPITAL ADVISORS, LLC	2	May 12, 2026	May 6, 2026	TOLEDO, OH	Team lift out	RIA to RIA	18.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Jan 21, 2020	Apr 9, 2021	BIRMINGHAM, MI	Team lift out	Wirehouse to RIA	0.0%
MORGAN STANLEY	3	Sep 24, 2018	Sep 21, 2018	TOLEDO, OH	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (12)

← ANDREW BROOKS HELLSTEDTAdvisorregistration: current employment
Jan 19, 2026 to presentfactForm ADV
← BRANDON FREDRICK GRIMMAdvisorregistration: current employment
Jul 18, 2024 to presentfactForm ADV
← Robert Drummond ThompsonAdvisorregistration: current employment
Oct 15, 2020 to presentfactForm ADV
← Cameron David KaserAdvisorregistration: current employment
Nov 29, 2019 to presentfactForm ADV
← DAVID RICHARD KASERAdvisorregistration: current employment
Sep 21, 2018 to presentfactForm ADV
← RICHARD JOSEPH KASERAdvisorregistration: current employment
Sep 21, 2018 to presentfactForm ADV
← AARON E MECHLINGAdvisorregistration: current employment
Sep 21, 2018 to presentfactForm ADV
← STEVEN HAROLD BERNERAdvisorregistration: previous registration
Jan 17, 2020 to May 12, 2026factForm ADV
← BENJAMIN AARON KUSNERAdvisorregistration: previous registration
Jan 22, 2020 to May 12, 2026factForm ADV
← SHANE MICHAEL MEYERAdvisorregistration: previous registration
Jan 17, 2020 to May 12, 2026factForm ADV
← ADELAINA N WELCHAdvisorregistration: previous registration
Apr 9, 2021 to May 12, 2026factForm ADV
← CASEY JAMES BEARAdvisorregistration: previous registration
Dec 13, 2022 to Nov 11, 2025factForm ADV

Moved with (2)

→ FORTIS CAPITAL ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
May 12, 2026 to May 6, 2026factForm ADV
← MORGAN STANLEYRegistered adviser3 advisors, team lift out, same day
Jan 21, 2020 to Apr 9, 2021factForm ADV

Controls (3)

← KASER, DAVID, RICHARDOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Sep 21, 2018 to Dec 17, 2024factForm ADV
← KASER, RICHARD, JOSEPHOwnerMANAGING MEMBER AND CHIEF INVESTMENT OFFICER, ownership code C, individual
Sep 21, 2018 to Dec 17, 2024factForm ADV
← MECHLING, AARON, EDWARDOwnerMANAGING MEMBER AND CHIEF OPERATING OFFICER, ownership code C, individual
Sep 21, 2018 to Dec 17, 2024factForm ADV

Dated events

Occurred
May 12, 2026
Team lift-out
2 advisors left Kmg Fiduciary Partners, LLC (Toledo, OH) for Fortis Capital Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 12, 2026
Advisor changed firm
Adelaina N Welch left Kmg Fiduciary Partners, Llc for Fortis Capital Advisors, Llc (registered 2026-05-05)
Form ADVobserved 6 days ago
Occurred
May 12, 2026
Advisor changed firm
Shane Michael Meyer left Kmg Fiduciary Partners, Llc for Fortis Capital Advisors, Llc (registered 2026-05-05)
Form ADVobserved 6 days ago
Occurred
May 12, 2026
Advisor changed firm
Steven Harold Berner left Kmg Fiduciary Partners, Llc for Fortis Capital Advisors, Llc (registered 2026-05-06)
Form ADVobserved 6 days ago
Occurred
May 12, 2026
Advisor changed firm
Benjamin Aaron Kusner left Kmg Fiduciary Partners, Llc for Fortis Capital Advisors, Llc (registered 2026-05-07)
Form ADVobserved 6 days ago
Occurred
Nov 11, 2025
Advisor changed firm
Casey James Bear left Kmg Fiduciary Partners, Llc for Farther (registered 2026-01-01)
Form ADVobserved 6 days ago
Occurred
Mar 4, 2025
Regulatory AUM changed
Kmg Fiduciary Partners, Llc reported RAUM $1.6B, up 27% from $1.3B (2024-12-17 to 2025-03-04)
Form ADVobserved 6 days ago
$341M
Occurred
Feb 8, 2021
Regulatory AUM changed
Kmg Fiduciary Partners, Llc reported RAUM $827.6M, up 38% from $600.0M (2020-07-23 to 2021-02-08)
Form ADVobserved 6 days ago
$228M
Occurred
Mar 18, 2020
Regulatory AUM changed
Kmg Fiduciary Partners, Llc reported RAUM $600.0M, up 64% from $367.0M (2019-02-06 to 2020-03-18)
Form ADVobserved 6 days ago
$233M
Occurred
Aug 14, 2018
First Form ADV filing
Bardot Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0a78ed7-bab3-6f49-633d-6d10b7ba67fd
First observed: Aug 14, 2018
Last observed: May 12, 2026 4 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.

KMG FIDUCIARY PARTNERS, LLC

CRD 298331

TOLEDO, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0a78ed7-bab3-6f49-633d-6d10b7ba67fd

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID RICHARD KASER

Certified Financial Planner

TOLEDO, OH

RICHARD JOSEPH KASER

Certified Financial Planner

Atlanta, GA | TOLEDO, OH

AARON E MECHLING

n/a

TOLEDO, OH

Cameron David Kaser

Certified Financial Planner

TOLEDO, OH

n/a

Robert Drummond Thompson

n/a

Miami, FL

BRANDON FREDRICK GRIMM

n/a

TOLEDO, OH

ANDREW BROOKS HELLSTEDT

n/a

Charlotte, NC | TOLEDO, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KASER, DAVID, RICHARD

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

09/2018

May 12, 2026

KASER, RICHARD, JOSEPH

MANAGING MEMBER AND CHIEF INVESTMENT OFFICER

yes

09/2018

May 12, 2026

MECHLING, AARON, EDWARD

MANAGING MEMBER AND CHIEF OPERATING OFFICER

yes

09/2018

May 12, 2026

City

State

Country

Employees

Also broker-dealer

Birmingham

United States

Mason

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$1.7B

n/a

2024

Mar 4, 2025

$1.6B

n/a

2023

Mar 18, 2024

$1.3B

n/a

2022

Mar 10, 2023

$1.0B

n/a

2021

Mar 16, 2022

$924M

n/a

2020

Feb 8, 2021

$828M

n/a

2019

Mar 18, 2020

$600M

n/a

2018

Feb 6, 2019

$367M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

71.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.6B

4.6%

$1.0B

18.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FORTIS CAPITAL ADVISORS, LLC

May 12, 2026

May 6, 2026

TOLEDO, OH

Team lift out

RIA to RIA

18.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Jan 21, 2020

Apr 9, 2021

BIRMINGHAM, MI

Team lift out

Wirehouse to RIA

0.0%

MORGAN STANLEY

Sep 24, 2018

Sep 21, 2018

TOLEDO, OH

Team lift out

Wirehouse to new firm

0.0%