Sfmg Wealth Advisors
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 107548
- Registered since
- August 11, 1993
- Website
- sfmg.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.93%
- Individuals12.62%
- Corporations / Businesses0.4%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sfmg Wealth Advisors is an independent, privately owned limited liability company that provides fee-based financial planning and portfolio management for both individual/family and institutional clients. The firm is registered with the SEC and has been since 1993. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Sfmg operates as a capital allocator and also serves as sponsor/GP/managing member of pooled investment vehicles. The firm charges clients via a percentage-of-AUM schedule and fixed fees. Sfmg has been recognized in industry rankings over multiple years, including listings in CNBC’s Top 100 Financial Advisory Firms (2019, 2020, 2025), Financial Times’ Top 300 RIA Firms (2020), FA Magazine (2020), and Forbes’ Top RIA lists (2022–2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds52%
- Exchange Traded Equities25%
- Private Funds11%
- Cash & Cash Equivalents9%
- State & Local Bonds2%
Owners & executives
3 of 3
Kevin Margolis
CEO & Managing DirectorCRD 4490753

Crystal Billing
Chief Compliance OfficerCRD 4560793

Christopher Cayet
Chief Investment OfficerCRD 7518842
Contacts
3 of 14
Craig Greenway
Managing DirectorCRD 4432599

Michael Cowles
Wealth AdvisorCRD 6254495

David White
Managing DirectorCRD 735931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$1.1B in ETFs
96%
$1B
3%
$39.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER TRENDPILOT US LARGE CAP ETF (PTLC) | Passive | Large Blend | $154M | 2,648,509 | 14.21% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 3960 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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