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KMG Fiduciary Partners, LLC
Richard J. Kaser · Investment Advisor · Multi-Strategy
KMG Fiduciary Partners, LLC is an independent investment advisory firm based in Toledo, Ohio. Founded in 2018 by David Kaser, Richard Kaser, and Aaron Mechling, the firm operates as a fee-only fiduciary providing holistic wealth management, financial planning, and institutional consulting services. KMG focuses on building long-term relationships through a personalized approach that integrates comprehensive planning with disciplined portfolio management. The firm manages over $1.5 billion in assets for a diverse range of clients, including high-net-worth individuals, families, and corporate retirement plans. Their professional team is dedicated to delivering objective advice and transparency, employing a strategy tailored to each client's unique goals and risk tolerance.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.0% |
| YTD return | +15.7% |
| Sharpe ratio | 3.48 |
| Win rate | 68% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.kmgfp.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.3% | +26.6% |
| NVDA | NVIDIA Corporation | 12.3% | +15.0% |
| GOOGL | Alphabet Inc Class A | 10.8% | +25.7% |
| MSFT | Microsoft Corporation | 7.5% | +0.5% |
| AMZN | Amazon.com Inc | 6.8% | +11.3% |
| JPM | JPMorgan Chase & Co | 6.1% | +14.6% |
| LLY | Eli Lilly and Company | 5.2% | +20.2% |
| AMD | Advanced Micro Devices Inc | 4.7% | +81.8% |
| META | Meta Platforms Inc. | 4.4% | -4.8% |
| GS | Goldman Sachs Group Inc | 4.3% | +26.2% |
| AMAT | Applied Materials Inc | 3.0% | +12.8% |
| BRK-A | Berkshire Hathaway Inc | 3.0% | +3.4% |
| QCOM | Qualcomm Incorporated | 2.9% | +10.4% |
| ABBV | AbbVie Inc | 2.8% | +8.0% |
| CSCO | Cisco Systems Inc | 2.5% | +20.7% |
| AVGO | Broadcom Inc | 2.2% | +5.0% |
| KO | The Coca-Cola Company | 2.2% | +25.4% |
| CVX | Chevron Corp | 2.0% | +34.3% |
| PG | Procter & Gamble Company | 2.0% | -3.4% |
| DELL | Dell Technologies Inc | 1.9% | +30.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | NVDA | 12.3% → 12.3% |
| Sep 7, 2026 | BUY | AMAT | 3.0% → 3.0% |
| Sep 7, 2026 | BUY | GOOGL | 10.8% → 10.8% |
| Sep 7, 2026 | SELL | GS | 4.3% → 4.3% |
| Sep 7, 2026 | BUY | AMZN | 6.8% → 6.8% |
Investment Style Analysis
KMG Fiduciary Partners, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, KMG Fiduciary Partners, LLC made a significant move by reducing the position in NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy centers on fiduciary duty, strategic asset allocation, and broad diversification to manage risk and preserve capital. KMG Fiduciary Partners utilizes a mix of individual equities, bonds, and low-cost ETFs or institutional mutual funds to construct customized portfolios. They emphasize controlling costs and managing tax efficiency as key drivers of long-term investment success. By combining fundamental research with a deep understanding of each client's specific financial situation, they strive to deliver risk-adjusted returns that align with individual time horizons and objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with KMG Fiduciary Partners, LLC.
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Frequently asked questions
How is the simulated portfolio for KMG Fiduciary Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is KMG Fiduciary Partners, LLC's largest holding?
As of the latest filing, KMG Fiduciary Partners, LLC's top position is Apple Inc (AAPL), representing 13.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is KMG Fiduciary Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +23.0% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 3.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does KMG Fiduciary Partners, LLC primarily invest in?
KMG Fiduciary Partners, LLC has a strong preference for the Semiconductors sector, which makes up 22.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is KMG Fiduciary Partners, LLC's portfolio concentrated or diversified?
KMG Fiduciary Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has KMG Fiduciary Partners, LLC performed in 2026?
Our AI-simulated model portfolio for KMG Fiduciary Partners, LLC tracks a Year-to-Date (YTD) return of +15.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Richard J. Kaser manage KMG Fiduciary Partners, LLC directly?
Yes, Richard J. Kaser serves as the key portfolio manager for KMG Fiduciary Partners, LLC, overseeing the investment strategy and final capital allocation decisions.