SFMG, LLC.
Doing business as SFMG WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$2,956,970,054
Discretionary
$2,673,557,914
Non-discretionary
$283,412,140
Firm details
- CRD number
- 107548
- SEC file number
- 801-44699
- Main office
- PLANO, TX, United States
- Employees
- 39
- SEC status
- Approved
- Website
- HTTP://WWW.SFMG.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.