SFMG WEALTH ADVISORS

Legal name: SFMG, LLC.

CRD 107548File 801-44699

APPROVED

Retail clients

Custody

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.96B

Top 25% of cohort (national)

Discretionary AUM

$2.67B

Non-discretionary $283.4M

Clients

982

4,323 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 11, 1993
Principal office: 3960 DALLAS PARKWAY, SUITE 400, PLANO, TX, 75093
Phone: 972-960-6460
Website: https://www.twitter.com/SFMG_Wealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.96B
Discretionary AUM: $2.67B
Non-discretionary AUM: $283.4M
Discretionary accounts: 3,817
Non-discretionary accounts: 506
Total accounts: 4,323
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$11.7M
Charitable organizations	Fewer than 5	$1.5M
High net worth individuals	496	$2.57B
Pension and profit sharing plans	Fewer than 5	$143K
Individuals (other than high net worth individuals)	472	$373.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.