Sfmg Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

107548

SEC number

801-44699

Firm type

RIA

Assets under management

$3.0B as of Mar 13, 2026

Website

www.sfmg.com ↗

Phone

972-960-6460

Address

3960 Dallas Parkway, Plano, TX, 75093

Advisors at this firm

17 in our index · page 1 of 1

• Crystal Leigh BillingCRD 4560793 · Plano, TX
  IA Registered
• Ryan Jay BlairCRD 4811979 · Plano, TX
  IA Registered
• Christopher Garrett CayetCRD 7518842 · Plano, TX
  IA Registered
• Michael C CowlesCRD 6254495 · Plano, TX
  IA RegisteredRegistration inactive
• Devin Jenea DelappCRD 7329722 · Plano, TX
  IA Registered
• Barry Lynde EvansCRD 4348328 · Plano, TX
  IA Registered
• Tyler Ray FloydCRD 6528810 · Plano, TX
  IA Registered
• David Paul GambleCRD 2124247 · Plano, TX
  IA Registered
• Craig Metz GreenwayCRD 4432599 · Plano, TX
  IA Registered
• Avery Jack KlatskyCRD 8214589 · Plano, TX
  IA Registered
• Kevin Wayne MargolisCRD 4490753 · Plano, TX
  IA Registered
• James Taylor NippCRD 6141580 · Plano, TX
  IA Registered
• Shannon Taylor PopeCRD 6234367 · Plano, TX
  IA Registered
• Brett Elliot RudmanCRD 8163072 · Plano, TX
  IA Registered
• Shashin Girish ShahCRD 2465754 · Plano, TX
  IA RegisteredRegistration inactive
• Charles Martin ThomasCRD 6436503 · Plano, TX
  IA Registered
• David Wayne WhiteCRD 735931 · Plano, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.