Sfmg Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 13, 2026, reports $3.0B in regulatory assets under management, 39 employees, 1 office, and 4,323 accounts.
Assets Under Management
$3.0B
Employees
39
Offices
1 office
Total Clients
982
Primary office
PLANO, TX
3960 DALLAS PARKWAY, SUITE 400, PLANO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
496
2
Individuals
48.1%
472
3
Corporations
1.1%
11
4
Charitable
0.2%
2
5
Pension Plans
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 13, 2026
Discretionary90.4%
$2.7B
90% of total RAUM90.4%
Non-discretionary9.6%
$283M
10% of total RAUM9.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.0B
Total Accounts4,323
10Y AUM Change+$1.9B (+180.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee25:1
10Y Employee Change+28 (+254.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.