SFG WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- GROVE CITY, Ohio
- CRD number
- 336422
- Custodians
- THE CAPITAL GROUP SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
SFG Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers when appropriate. Its fee arrangements include percentage‑of‑AUM billing and fixed fees. SFG identifies as a capital allocator and maintains an affiliation with an insurance company. The adviser does not position itself as an active ESG investor and operates on a single‑state basis.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1MARK SCOTT
Investment Adviser RepresentativeCRD 5748629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GROVE CITY, OH
FRANKLIN
Location
GROVE CITY, OH
Headquartered in GROVE CITY, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 3989 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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