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- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-25-2020
- Office Locations
- 1
Office Locations
About AFG Fiduciary Services
AFG Fiduciary Services is an independent advisory firm serving affluent, multigenerational families, qualified retirement plans, and nonprofit organizations. The team pairs high-touch planning (tax, estate, charitable, insurance) with a disciplined, time-tested investment approach focused on asset allocation and risk management, often implemented with ETFs and fixed income. Custody is supported through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BRIAN MICHAEL KENNEY
Chief Compliance Officer, PARTNER, PRINCIPAL
- CRD
- #1694580
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JOSEPH WILLIAM MCCARTHY
Investment Advisor Representative
- CRD
- #1017415
SUSAN ALICE SKAHAN
--
- CRD
- #2388770
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,256,181 | $514,725 |
| Non-Discretionary | $0 | -- |
| Total | $166,256,181 | $514,725 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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