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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.
Reported data analysis
What the numbers show
Between February 13, 2025 and March 5, 2026, reported AUM decreased 27.5%, from $229.2M to $166.3M.
Across 5 reported observations, AUM decreased 16.5% between February 9, 2022 and March 5, 2026, from $199.0M to $166.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 177 clients, or 59 clients per representative. That equates to $939.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
SMA allocation detail is available
AFG Fiduciary Services has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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AFG Fiduciary Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.