Data / Investment advisers / Texas / SFMG Wealth Advisors
SFMG Wealth Advisors, Plano, TX: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
SFMG Wealth Advisors is an SEC registered investment adviser with its main office in Plano, Texas and reports $3 billion in regulatory assets under management in its Form ADV filed October 5, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
The request: Watch SFMG Wealth Advisors (CRD number 107548): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107548
- SEC file number
- 801-44699
- SEC status
- Approved, effective August 11, 1993
- Legal name
- SFMG, LLC.
- Main office
- 3960 Dallas Parkway Suite 400, Plano, TX 75093
- Phone
- (972) 960-6460
- Website
- sfmg.com
- Regulatory AUM
- $2,956,970,054 in the Form ADV filed October 5, 2026
- Discretionary AUM
- $2,673,557,914
- Non discretionary AUM
- $283,412,140
- Accounts
- 4,323
- Employees
- 39, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $376,821
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 496 | $2.57 billion |
| Individuals (other than high net worth individuals) | 472 | $373.3 million |
| Corporations or other businesses | 11 | $11.7 million |
| Charitable organizations | 2 | $1.5 million |
| Pension and profit sharing plans | 1 | $142,786 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.96 billion | March 13, 2026 |
| December 1, 2025 | $2.52 billion | September 12, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fisher Investments | Plano | $386.67 billion | 4 | adviserinfo.sec.gov |
| Catalyst Strategic Solutions | Plano | $52.37 billion | Not listed | adviserinfo.sec.gov |
| Retirement Planners of America | Plano | $3.59 billion | Not listed | adviserinfo.sec.gov |
| Astra Wealth Management Group | Plano | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Parkway Wealth Management Group, LLC | Plano | $1.22 billion | Not listed | adviserinfo.sec.gov |
| Insight Wealth Partners | Plano | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Moss, Luse & Womble, LLC | Plano | $803.2 million | Not listed | adviserinfo.sec.gov |
| Urban Fund Management, LLC | Plano | $767.8 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- SFMG Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.