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SFMG WEALTH ADVISORS
SFMG, LLC.
CRD 107548 · SEC 801-44699
3960 DALLAS PARKWAY, SUITE 400, PLANO, TX, 75093, United States
Phone
972-960-6460
Fax
972-960-6455
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.96B
Discretionary AUM
$2.67B
Team
39 total employees; 16 advisory reps; 6 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 472 | $373.3M |
| High net worth individuals | 496 | $2.57B |
| Pension/profit sharing plans | 1 | $143K |
| Charitable organizations | 2 | $1.5M |
| Corporations/business entities | 11 | $11.7M |
States served
AR, CA, CO, LA, NY, NC, OK, OR, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD