Sfmg Wealth Advisors

Overview

Sfmg Wealth Advisors is an independent, owner-operated RIA organized as a limited liability company and registered with the SEC since 1993. The firm serves both individual/family and institutional clients and operates as a capital allocator and occasional sponsor/GP/managing member of pooled investment vehicles. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. Fee arrangements combine percentage-of-AUM and fixed-fee models. Sfmg is not an active ESG investor, is not structured as a multi-state adviser, and does not identify as a pension consultant. The firm has been recognized repeatedly in industry rankings, including listings by CNBC, Financial Times, FA Magazine and Forbes across multiple years (2019–2025).

Assets & Accounts

Public Holdings

Investments & Alternatives