SFG WEALTH ADVISORS, LLC

CRD 307368File 801-121619

APPROVED

Retail clients

Custody

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$187.7M

Bottom 25% of cohort (national)

Discretionary AUM

$174.1M

Non-discretionary $13.5M

Clients

251

779 accounts

Employees

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, 5G

Compensation

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 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.