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SFG WEALTH ADVISORS, LLC
CRD 307368File 801-121619
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$187.7M
Bottom 25% of cohort (national)
Discretionary AUM
$174.1M
Non-discretionary $13.5M
Clients
251
779 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 29, 2021
- Principal office
- 705 WEST AZEELE STREET, TAMPA, FL, 33606
- Phone
- (813) 251-9095
- Website
- HTTPS://WWW.SFGTAMPA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.7M
- Discretionary AUM
- $174.1M
- Non-discretionary AUM
- $13.5M
- Discretionary accounts
- 739
- Non-discretionary accounts
- 40
- Total accounts
- 779
- AUM per client
- $748K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $1.6M |
| Charitable organizations | 5 | $1.5M |
| High net worth individuals | 55 | $126.0M |
| Pension and profit sharing plans | Fewer than 5 | $724K |
| Individuals (other than high net worth individuals) | 190 | $57.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 262 | 251 | decreased by11 |
| Apr 1, 2026 | AUM | $163,389,725 | $187,673,116 | increased by$24,283,391 |
| Apr 1, 2026 | Accounts | 766 | 779 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 691 | 262 | decreased by429 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $153,179,639 | $163,389,725 | increased by$10,210,086 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 691 | 766 | increased by75 |
| Apr 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 227 | 691 | increased by464 |
| Apr 1, 2022 | AUM | $140,211,670 | $153,179,639 | increased by$12,967,969 |
| Apr 1, 2022 | Accounts | 593 | 691 | increased by98 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SFG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SFG WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.