SourcingSourcing

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

A87
CRD 309943·SEC 801-119539·HINGHAM, MA
AUM
$166.3M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$499K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD
309943
SEC file #
801-119539
EIN
851495676
DBA names
Afg Fiduciary Services

Economics

AUM
$166.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$199.0M → $166.3M▼ -16%
Client mix
Individuals High Net Worth113
Individuals Other46

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
4 advisors → 3 advisors▼ -25%
Primary office
HINGHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
afgfiduciary.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AFG GP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
AFG GP LLC
KENNEY, BRIAN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AFGFIDUCIARY.COM
Rdap Domain Creation Date
2020-09-09T20:37:44Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
108,572
Form 5500 Compensation Trajectory 3y
2025108,572
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
108,572
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001907820
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001951757-26-000545

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5345
Soi Zip Pct 200k Plus
0.3437
Soi Zip Returns 200k Plus
4,090
Soi Zip Total AGI
3,685,429
Census Median Hh Income
170,326
Census High Income Households
4,190
Census Median Age
46
Census Pop 65 66 Total
454
Census Total Households
9,230
Census NAICS 523930 Count
21
Fdic Zip Total Deposits
39,389,975,000
Fdic Zip Branch Count
411
Fdic Zip Top Banks
Hingham Institution for Savings
Hingham Institution For Savings

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Census Bachelors Plus Count
6,459
Census Median Home Value
978,800
Census NAICS 523930 Employees
0
Census Unemployed Count
410
Census Zip
02043
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2 ESSINGTON DRIVEHINGHAM, MA 02043
Business
2 ESSINGTON DRIVEHINGHAM, MA 02043
Edgar EIN
851495676
Edgar Recent Filings
13F-HR2026-04-08 · 0001951757-26-000545
13F-HR2026-01-06 · 0001951757-26-000003
Fdic Zip Branches Raw
Citizens Bank of MassachusettsHingham, MA
Shawmut Bank, National AssociationHingham, MA
Fdic Zip HHI
1930.45
Fdic Zip Top Bank Share Pct
38.27
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-09T20:37:44Z
Rdap Domain Last Changed
2022-11-18T05:39:59Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,603
Returns2,320
Stub 2
AGI43,244
Returns1,160
Stub 3
AGI68,575
Returns1,100
Soi Zip Total Business Income
141,547
Soi Zip Total Cap Gains
408,168
Soi Zip Total Dividends
141,362
Soi Zip Total Returns
11,900
Trust Company Affiliate
No

People (3)

3
KENNEY, BRIAN, MICHAEL
IAR · Executive Officer · 2.5%
1694580
SUSAN ALICE SKAHAN
IAR
2388770
JOSEPH WILLIAM MCCARTHY
IAR
1017415