Hedge Fund Database

SFMG WEALTH ADVISORS

SFMG, LLC. Legal Name

Adviser information for SFMG WEALTH ADVISORS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 37
Investment Advisory/Research 18
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 4

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,370 $2.1B
Non-Discretionary 464 $192.2M
Total 3,834 $2.2B

Clients

Type Number RAUM
Individuals 465 $354.2M
HNW Individuals 417 $1.9B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $1.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $1.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-44699
SEC ERA File Number 801-44699
SEC CIK Numbers 1512026
SEC CRD Numbers 107548
Legal Entity Identifier None

Principal Office

7800 DALLAS PARKWAY
SUITE 350
PLANO
TX
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 972-960-6460, Fax: 972-960-6455

Websites

www.linkedin.com/company/sfmg-wealth-advisors www.sfmg.com www.facebook.com/sfmgwealthadvisors www.twitter.com/sfmg_wealth

Chief Compliance Officer

CRYSTAL BILLING
WEALTH ADVISOR
7800 DALLAS PARKWAY
SUITE 350
PLANO
TX
United States
Tel: 972-960-6460
Fax: 972-960-6455
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GREENWAY, CRAIG, METZ Individual – STAKEHOLDER 12/2023 5-10%
SHAH, SHASHIN, GIRISH Individual – MANAGING DIRECTOR 07/2019 10-25%
MARGOLIS, KEVIN, WAYNE Individual – CEO, MANAGING DIRECTOR 01/2005 25-50%
BLAIR, RYAN, JAY Individual – PRESIDENT & MANAGING DIRECTOR 01/2022 10-25%
NIPP, JAMES, TAYLOR Individual – MANAGING DIRECTOR 07/2020 5-10%
BILLING, CRYSTAL, LEIGH Individual – CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR 01/2021 < 5%
Hawkins, Melissa Individual – DIRECTOR OF OPERATIONS 01/2022 < 5%
Cayet, Christopher, Garrett Individual – CHIEF INVESTMENT OFFICER 06/2021 < 5%

No. Employees, Historic

4020020202021202220232024202528 on 3/30/202028 on 6/26/202028 on 10/5/202031 on 3/30/202131 on 5/6/202131 on 5/6/202134 on 3/25/202234 on 3/29/202234 on 4/29/202234 on 7/14/202234 on 7/14/202234 on 7/26/202236 on 3/28/202336 on 4/27/202336 on 6/29/202336 on 7/18/202336 on 8/1/202337 on 3/26/2024

RAUM, Historic

3B2B02020202120222023202420251546625020 on 3/30/20201546625020 on 6/26/20201546625020 on 10/5/20201668448207 on 3/30/20211668448207 on 5/6/20211668448207 on 5/6/20211975358577 on 3/25/20221975358577 on 3/29/20221975358577 on 4/29/20221975358577 on 7/14/20221975358577 on 7/14/20221975358577 on 7/26/20221884948124 on 3/28/20231884948124 on 4/27/20231884948124 on 6/29/20231884948124 on 7/18/20231884948124 on 8/1/20232248716764 on 3/26/2024

No. Clients, Historic

9004500202020212022202320242025827 on 3/30/2020827 on 6/26/2020827 on 10/5/2020853 on 3/30/2021853 on 5/6/2021853 on 5/6/2021877 on 3/25/2022877 on 3/29/2022877 on 4/29/2022877 on 7/14/2022877 on 7/14/2022877 on 7/26/2022869 on 3/28/2023869 on 4/27/2023869 on 6/29/2023869 on 7/18/2023869 on 8/1/2023886 on 3/26/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 471K 5K 0
ABBVIE INC COM 1M 7K 0
ACCENTURE PLC IRELAND SHS CLASS A 677K 2K 0
ADOBE INC COM 393K 708 0
ADVANCED MICRO DEVICES INC COM 4M 25K 0
AIR PRODS & CHEMS INC COM 223K 862 0
ALPHABET INC CAP STK CL A 4M 20K 0
ALPHABET INC CAP STK CL C 13M 70K 0
ALPS ETF TR ALERIAN MLP 564K 12K 0
ALTRIA GROUP INC COM 385K 8K 0
AMAZON COM INC COM 19M 98K 0
AMGEN INC COM 733K 2K 0
AMPLIFY ETF TR CWP ENHANCED DIV 1M 26K 0
AMPLIFY ETF TR BLOCKCHAIN LDR 2M 58K 0
AMPLIFY ETF TR AMPLIFY CYBERSEC 543K 8K 0
ANALOG DEVICES INC COM 312K 1K 0
API GROUP CORP COM STK 265K 7K 0
APOLLO GLOBAL MGMT INC COM 843K 7K 0
APPLE INC COM 47M 225K 0
APPLIED MATLS INC COM 13M 55K 0
ARBOR REALTY TRUST INC COM 200K 14K 0
ARES CAPITAL CORP COM 9M 421K 0
ASML HOLDING N V N Y REGISTRY SHS 497K 486 0
ASTRAZENECA PLC SPONSORED ADR 220K 3K 0
AT&T INC COM 467K 24K 0
ATKORE INC COM 239K 2K 0
ATMOS ENERGY CORP COM 124M 1M 0
AUTOMATIC DATA PROCESSING IN COM 869K 4K 0
BANK AMERICA CORP COM 470K 12K 0
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 42M 103K 0
BIOGEN INC COM 782K 3K 0
BLACKROCK INC COM 4M 5K 0
BLACKROCK MUNICIPAL INCOME COM 157K 13K 0
BLACKROCK MUNIHOLDINGS FD IN COM 146K 12K 0
BLACKROCK MUNIHOLDINGS QUALI COM 146K 14K 0
BLACKROCK MUNIVEST FD INC COM 149K 21K 0
BLACKROCK MUNIYIELD FD INC COM 154K 14K 0
BLACKROCK MUNIYIELD QUALITY COM 151K 14K 0
BLACKSTONE INC COM 1M 11K 0
BLEND LABS INC CL A 27K 11K 0
BOEING CO COM 525K 3K 0
BRIGHT HORIZONS FAM SOL IN D COM 245K 2K 0
BRISTOL-MYERS SQUIBB CO COM 1M 29K 0
BROADCOM INC COM 2M 1K 0
BUILDERS FIRSTSOURCE INC COM 691K 5K 0
CATERPILLAR INC COM 469K 1K 0
CBRE GROUP INC CL A 4M 47K 0
CHEESECAKE FACTORY INC NOTE 0.375% 6/1 21K – 0
CHENIERE ENERGY INC COM NEW 449K 3K 0
CHEVRON CORP NEW COM 2M 10K 0
CHUBB LIMITED COM 419K 2K 0
CIPHER MINING INC COM 42K 10K 0
CISCO SYS INC COM 5M 112K 0
CLOROX CO DEL COM 384K 3K 0
CME GROUP INC COM 360K 2K 0
COCA COLA CO COM 607K 10K 0
COMCAST CORP NEW CL A 4M 104K 0
COMSTOCK RES INC COM 208K 20K 0
CONOCOPHILLIPS COM 8M 66K 0
CONSTELLATION BRANDS INC CL A 860K 3K 0
CORE SCIENTIFIC INC NEW *W EXP 01/23/202 47K 10K 0
COSTCO WHSL CORP NEW COM 3M 3K 0
COTERRA ENERGY INC COM 254K 10K 0
CRONOS GROUP INC COM 41K 18K 0
CROSSFIRST BANKSHARES INC COM 203K 15K 0
CROWDSTRIKE HLDGS INC CL A 574K 1K 0
CSX CORP COM 6M 176K 0
DANAHER CORPORATION COM 579K 2K 0
DARDEN RESTAURANTS INC COM 1M 7K 0
DEERE & CO COM 492K 1K 0
DELL TECHNOLOGIES INC CL C 267K 2K 0
DEVON ENERGY CORP NEW COM 3M 65K 0
DHT HOLDINGS INC SHS NEW 220K 19K 0
DIAMONDBACK ENERGY INC COM 268K 1K 0
DICKS SPORTING GOODS INC COM 467K 2K 0
DIGITAL RLTY TR INC COM 638K 4K 0
DIMENSIONAL ETF TRUST US EQUITY ETF 620K 11K 0
DISNEY WALT CO COM 441K 4K 0
DOMINION ENERGY INC COM 265K 5K 0
DRAFTKINGS INC NEW COM CL A 283K 7K 0
EATON CORP PLC SHS 2M 5K 0
EDGEWISE THERAPEUTICS INC COM 180K 10K 0
ELI LILLY & CO COM 3M 3K 0
ENBRIDGE INC COM 259K 7K 0
ENERGY TRANSFER L P COM UT LTD PTN 499K 31K 0
ENTERPRISE PRODS PARTNERS L COM 456K 16K 0
EOG RES INC COM 333K 3K 0
ETFS GOLD TR PHYSCL GOLD SHS 222K 10K 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 676K 12K 0
EXXON MOBIL CORP COM 2M 20K 0
FIDELITY COVINGTON TRUST DISRUPTORS ETF 5M 175K 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 266K 2K 0
FIDELITY WISE ORIGIN BITCOIN SHS 324K 6K 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 3M 52K 0
FIRST TR EXCHANGE-TRADED FD WTR ETF 2M 16K 0
FIRST TR NASDAQ 100 TECH IND SHS 5M 23K 0
FISERV INC COM 203K 1K 0
FS KKR CAP CORP COM 2M 125K 0
GE AEROSPACE COM NEW 323K 2K 0
GENERAL MLS INC COM 292K 5K 0
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 85M 796K 0
GRAINGER W W INC COM 208K 230 0
GRANITE RIDGE RESOURCES INC COM 1M 191K 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 327K 6K 0
GROWGENERATION CORP COM 22K 10K 0
HCA HEALTHCARE INC COM 273K 851 0
HEALTHPEAK PROPERTIES INC COM 2M 94K 0
HENRY JACK & ASSOC INC COM 216K 1K 0
HILTON GRAND VACATIONS INC COM 2M 43K 0
HILTON WORLDWIDE HLDGS INC COM 2M 9K 0
HOME DEPOT INC COM 2M 5K 0
HONEYWELL INTL INC COM 5M 24K 0
HOULIHAN LOKEY INC CL A 230K 2K 0
HP INC COM 208K 6K 0
HUMANA INC COM 212K 567 0
HUNTINGTON BANCSHARES INC COM 147K 11K 0
ILLINOIS TOOL WKS INC COM 292K 1K 0
INDEPENDENCE RLTY TR INC COM 379K 20K 0
INNOVATOR ETFS TRUST DEFINED WLT SHLD 2M 65K 0
INNOVATOR ETFS TRUST US EQUITY ACCELE 2M 52K 0
INNOVATOR ETFS TRUST US EQT PWR BUF 2M 51K 0
INSIGHT ENTERPRISES INC NOTE 0.750% 2/1 41K – 0
INTERCONTINENTAL EXCHANGE IN COM 318K 2K 0
INTERNATIONAL BUSINESS MACHS COM 810K 5K 0
INTERNATIONAL PAPER CO COM 316K 7K 0
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 756K 17K 0
INVESCO EXCH TRADED FD TR II S&P 500 EX RAT 494K 10K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 442K 5K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 482K 3K 0
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 104M 2M 0
INVESCO QQQ TR UNIT SER 1 5M 11K 0
ISHARES TR S&P 500 GRWT ETF 431K 5K 0
ISHARES TR CORE MSCI EAFE 255K 4K 0
ISHARES TR RUS MID CAP ETF 457K 6K 0
ISHARES TR MSCI USA MIN VOL 490K 6K 0
ISHARES TR CORE S&P TTL STK 852K 7K 0
ISHARES TR 3 7 YR TREAS BD 3M 29K 0
ISHARES TR PFD AND INCM SEC 302K 10K 0
ISHARES TR CORE TOTAL USD 273K 6K 0
ISHARES TR CORE S&P SCP ETF 244K 2K 0
ISHARES TR U.S. INSRNCE ETF 531K 5K 0
ISHARES TR RUS 1000 GRW ETF 295K 809 0
ISHARES TR US AER DEF ETF 529K 4K 0
ISHARES TR EXPANDED TECH 6M 71K 0
ISHARES TR MSCI ACWI ETF 853K 8K 0
ISHARES TR GLOBAL 100 ETF 312K 3K 0
ISHARES TR CORE HIGH DV ETF 283K 3K 0
ISHARES TR CORE S&P500 ETF 134M 245K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 12M 215K 0
JACOBS SOLUTIONS INC COM 2M 11K 0
JOHNSON & JOHNSON COM 2M 14K 0
JPMORGAN CHASE & CO. COM 3M 16K 0
KIMBERLY-CLARK CORP COM 1M 9K 0
KINDER MORGAN INC DEL COM 3M 170K 0
KLA CORP COM NEW 931K 1K 0
KOSMOS ENERGY LTD COM 518K 93K 0
LABCORP HOLDINGS INC COM SHS 353K 2K 0
LOCKHEED MARTIN CORP COM 401K 858 0
LOWES COS INC COM 1M 5K 0
MARATHON PETE CORP COM 559K 3K 0
MARSH & MCLENNAN COS INC COM 831K 4K 0
MARTIN MARIETTA MATLS INC COM 555K 1K 0
MATADOR RES CO COM 346K 6K 0
MCDONALDS CORP COM 1M 5K 0
MCKESSON CORP COM 1M 2K 0
MEDTRONIC PLC SHS 4M 48K 0
MERCK & CO INC COM 1M 9K 0
META PLATFORMS INC CL A 6M 11K 0
MICROSOFT CORP COM 31M 69K 0
MOTOROLA SOLUTIONS INC COM NEW 454K 1K 0
MPLX LP COM UNIT REP LTD 211K 5K 0
MSCI INC COM 355K 736 0
NETFLIX INC COM 1M 2K 0
NEW YORK CMNTY BANCORP INC COM 35K 11K 0
NEXTERA ENERGY INC COM 212K 3K 0
NORTHROP GRUMMAN CORP COM 310K 712 0
NOVO-NORDISK A S ADR 225K 2K 0
NUVEEN AMT FREE QLTY MUN INC COM 150K 13K 0
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 157K 13K 0
NUVEEN QUALITY MUNCP INCOME COM 149K 13K 0
NVIDIA CORPORATION COM 18M 147K 0
OLD REP INTL CORP COM 272K 9K 0
ONEOK INC NEW COM 575K 7K 0
ORACLE CORP COM 500K 4K 0
OREILLY AUTOMOTIVE INC COM 215K 204 0
PACER FDS TR US CASH COWS 100 45M 834K 0
PACIRA BIOSCIENCES INC NOTE 0.750% 8/0 22K – 0
PALANTIR TECHNOLOGIES INC CL A 1M 51K 0
PALO ALTO NETWORKS INC COM 6M 17K 0
PARSONS CORP DEL NOTE 0.250% 8/1 51K – 0
PAYCHEX INC COM 848K 7K 0
PEPSICO INC COM 2M 12K 0
PFIZER INC COM 281K 10K 0
PHILIP MORRIS INTL INC COM 537K 5K 0
PHILLIPS 66 COM 227K 2K 0
PLAINS GP HLDGS L P LTD PARTNR INT A 757K 40K 0
PLBY GROUP INC COM 319K 411K 0
PROCTER AND GAMBLE CO COM 1M 8K 0
QUALCOMM INC COM 351K 2K 0
RTX CORPORATION COM 7M 71K 0
S&P GLOBAL INC COM 226K 507 0
SALESFORCE INC COM 6M 23K 0
SCHLUMBERGER LTD COM STK 4M 85K 0
SCHWAB CHARLES CORP COM 4M 57K 0
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 493K 493K 0
SCHWAB STRATEGIC TR US SML CAP ETF 319K 7K 0
SCHWAB STRATEGIC TR FUNDAMENTAL US B 617K 9K 0
SCHWAB STRATEGIC TR INT-TRM U.S TRES 205K 4K 0
SCHWAB STRATEGIC TR LONG TERM US 21M 636K 0
SCHWAB STRATEGIC TR SHT TM US TRES 230K 5K 0
SCHWAB STRATEGIC TR US LRG CAP ETF 6M 95K 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 484K 5K 0
SELECT SECTOR SPDR TR TECHNOLOGY 282K 1K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 3M 19K 0
SELECT SECTOR SPDR TR ENERGY 419K 5K 0
SHELL PLC SPON ADS 236K 3K 0
SOUTHERN CO COM 482K 6K 0
SOUTHSTATE CORPORATION COM 588K 8K 0
SPDR DOW JONES INDL AVERAGE UT SER 1 221K 566 0
SPDR GOLD TR GOLD SHS 3M 14K 0
SPDR S&P 500 ETF TR TR UNIT 12M 23K 0
SPDR SER TR S&P OILGAS EXP 243K 2K 0
SPDR SER TR PORTFOLI S&P1500 3M 39K 0
SPDR SER TR MSCI USA STRTGIC 73M 498K 0
STARBUCKS CORP COM 3M 38K 0
STELLANTIS N.V SHS 5M 239K 0
STELLAR BANCORP INC COM 751K 33K 0
STRIDE INC NOTE 1.125% 9/0 50K – 0
TARGA RES CORP COM 390K 3K 0
TESLA INC COM 2M 12K 0
TEXAS INSTRS INC COM 2M 12K 0
TEXAS PACIFIC LAND CORPORATI COM 278K 378 0
THE CIGNA GROUP COM 1M 4K 0
THERMO FISHER SCIENTIFIC INC COM 3M 6K 0
TILRAY BRANDS INC COM 56K 34K 0
TJX COS INC NEW COM 969K 9K 0
TOYOTA MOTOR CORP ADS 216K 1K 0
TRANE TECHNOLOGIES PLC SHS 791K 2K 0
TRAVELERS COMPANIES INC COM 238K 1K 0
UBER TECHNOLOGIES INC COM 455K 6K 0
UNION PAC CORP COM 523K 2K 0
UNITED PARCEL SERVICE INC CL B 226K 2K 0
UNITEDHEALTH GROUP INC COM 754K 1K 0
VALERO ENERGY CORP COM 404K 3K 0
VALLEY NATL BANCORP COM 71K 10K 0
VANECK ETF TRUST ISRAEL ETF 225K 6K 0
VANECK ETF TRUST MRNGSTR WDE MOAT 50M 578K 0
VANECK ETF TRUST SEMICONDUCTR ETF 1M 4K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 533K 7K 0
VANGUARD INDEX FDS VALUE ETF 397K 2K 0
VANGUARD INDEX FDS GROWTH ETF 619K 2K 0
VANGUARD INDEX FDS TOTAL STK MKT 657K 2K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 3M 6K 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 350K 4K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 416K 7K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 389K 2K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 326K 7K 0
VANGUARD WORLD FD INF TECH ETF 393K 681 0
VANGUARD WORLD FD MEGA CAP INDEX 256K 1K 0
VERIZON COMMUNICATIONS INC COM 5M 129K 0
VERTEX PHARMACEUTICALS INC COM 4M 8K 0
VISA INC COM CL A 6M 22K 0
VISHAY INTERTECHNOLOGY INC NOTE 2.250% 6/1 34K – 0
WALMART INC COM 8M 118K 0
WELLTOWER INC COM 350K 3K 0
WEST PHARMACEUTICAL SVSC INC COM 339K 1K 0
WESTERN DIGITAL CORP. COM 309K 4K 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 205K 5K 0
WILLIAMS COS INC COM 682K 16K 0
XCEL ENERGY INC COM 410K 8K 0
ZOETIS INC CL A 214K 1K 0