Investment adviser · CRD 107548

SFMG WEALTH ADVISORS

Investment adviser filing (IA)

SFMG, LLC.

PLANO, TX, United States · Form ADV filed Jul 24, 2026

Regulatory AUM
$2.96B
Form ADV · Item 5.F
Client accounts
4,323
Accounts, not individual clients
Employees
39
Reported in this filing
Advisory professionals
16
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals496$2,570,394,56686.9%
Individuals472$373,250,98512.6%
Corporations & businesses11$11,681,6140.4%
CharitiesFewer than 5$1,500,1030.1%
Retirement plansFewer than 5$142,7860.0%
Filing source

Form ADV 2121569 · Jul 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SFMG KNOWLEDGEABLE EE FUNDOther Private Fund · Last reported Jul 24, 2026$377KGross asset value
Fund administrator CO-SIGN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-9896029950
Reported beneficial owners
12
Minimum commitment
$2.5K
Form D file number
021-3862

Form ADV 2121569 · Jul 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3960 DALLAS PARKWAY, SUITE 400
PLANO, TX, 75093, United States

CRD 107548

Filing source

Form ADV 2121569 · Jul 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.