# KMG FIDUCIARY PARTNERS, LLC

KMG FIDUCIARY PARTNERS, LLC of TOLEDO, OH is an SEC-registered investment adviser.

## Registration

- CRD: 298331
- Type: SEC-registered investment adviser
- SEC file number: 801-113981
- Location: 7530 KINGS POINTE ROAD, TOLEDO, OH, 43617
- Phone: (419) 517-8040
- Latest filing: 2026-05-12
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Clients: 16
- Accounts: 3,934

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [David Richard Kaser](https://search.stillhousedata.com/person/674258) | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| [Richard Joseph Kaser](https://search.stillhousedata.com/person/674259) | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | — |
| [Aaron Edward Mechling](https://search.stillhousedata.com/person/674260) | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| [BERNSTEIN DANIEL ADAM](https://search.stillhousedata.com/person/767239) | CHIEF COMPLIANCE OFFICER | — |
| [KASER DAVID RICHARD](https://search.stillhousedata.com/person/850195) | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| [KASER RICHARD JOSEPH](https://search.stillhousedata.com/person/850196) | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | — |
| [MECHLING AARON EDWARD](https://search.stillhousedata.com/person/850197) | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298331/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298331/similar
- Related entities: https://search.stillhousedata.com/firm/298331/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298331

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.