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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Catalyst vital
- Established Date
- 09-13-2018
- Office Locations
- 3
Office Locations
About KMG Fiduciary Partners, LLC
KMG Fiduciary Partners is a fee-only fiduciary wealth management firm that leads with comprehensive, goals-based financial planning and ongoing portfolio management. The team serves clients nationwide (36 states and internationally), with an investment toolkit heavily oriented to ETFs alongside mutual funds and fixed income. Works with major custodians including Schwab and Fidelity and supports reporting via Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID RICHARD KASER
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #1172233
- Ownership
- 25% but less than 50%
RICHARD JOSEPH KASER
Chief Investment Officer, Managing Member, Wealth Advisor
- CRD
- #2083645
- Ownership
- 25% but less than 50%
Peak horizon
Focus ridge
- CRD
- #73135
- Ownership
- 1.2%
Showing 2 of 3 owners & executives
Unlock allContacts
BRANDON FREDRICK GRIMM
--
- CRD
- #4296826
ANDREW BROOKS HELLSTEDT
--
- CRD
- #7777482
Wave horizon
Optima vector
- CRD
- #26571
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,672,631,724 | $425,173 |
| Non-Discretionary | $0 | -- |
| Total | $1,672,631,724 | $425,173 |
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Separately Managed Accounts
Total SMA Asset: $1,672,631,724
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $408,551,691 | 10.2% |
| Public Funds | $1,477,995,822 | 36.9% |
| Cash | $1,189,606,394 | 29.7% |
| Corporate - Investment Grade | $929,254,826 | 23.2% |
| Total | $4,005,408,733 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX CREST INSIGHT | ELEMENT LEGACY | BXFJ14DZ4 | GGEUB | 6.79% | $44,669,443 |
| QUANTUM OPTIMA | TIMBER VITAL | FZ084EKIH | RZUIM | 1.15% | $25,428,058 |
| WAVE OAK FOCUS | ELEMENT MOMENTUM | UZT17JR8Z | AKG | 5.38% | $70,804,074 |
| SUMMIT PATHWAY FUSION | GLACIER SIGNAL | 21CTII7DB | ZKI | 5.28% | $78,172,912 |
| PRIME SIGNAL | BEACON SUMMIT | VUX9EAV27 | NTBVP | 6.56% | $41,314,267 |
| DELTA RADIAL | LEGACY BEACON | DQWKLIULA | NSCFM | 6.55% | $78,101,082 |
| WAVE QUANTUM | ZENITH EAGLE | U7M9G3KEQ | DOCCQ | 5.93% | $31,427,328 |
| EMBER TIMBER | HARBOR WAVE | NQ5ST8IEJ | OBS | 7.17% | $36,193,597 |