AFG Fiduciary Services Limited Partnership

Overview

AFG Fiduciary Services Limited Partnership is an independent registered investment adviser serving individuals and families with a mix of financial planning and portfolio management. The firm provides management for individual and small-business clients, as well as for business and institutional accounts, and offers pension consulting services. Its advisory model favors an equity-centric approach, with a clear tilt to exchange-traded equities and a supplemental ETF sleeve for broader market exposure or tactical allocation. Fee arrangements are flexible and include AUM-based fees, hourly charges and fixed fees, reflecting a mix of ongoing portfolio management and project-based planning engagements. The firm reports using third-party alternative managers—specifically hedge funds—to add non-correlated return sources to client portfolios, and it also employs mutual funds where appropriate. Custody is concentrated at a single large custodian, which supports execution and reporting for the firm’s discretionary book. AFG operates multiple offices but is not registered as a multi-state adviser, which suggests a geographically concentrated client footprint despite having several physical locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices