SFMG, LLC.
Legal name: SFMG WEALTH ADVISORS
CRD #107548 SEC #801-44699 PLANO, TX 972-960-6460
SEC Registered
Total AUM
$2.5B
Discretionary
$2.3B
Employees
38
Clients
--
Accounts
3,983
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.5B | $2.3B | $235.7M | 38 | 0 |
| Apr 2025 | $2.5B | $2.3B | $235.7M | 38 | 0 |
| Mar 2025 | $2.5B | $2.3B | $235.7M | 38 | 0 |
| Dec 2024 | $2.2B | $2.1B | $192.2M | 37 | 0 |
| Dec 2024 | $2.2B | $2.1B | $192.2M | 37 | 0 |
| Jun 2024 | $2.2B | $2.1B | $192.2M | 37 | 0 |
| Apr 2024 | $2.2B | $2.1B | $192.2M | 37 | 0 |
| Mar 2024 | $2.2B | $2.1B | $192.2M | 37 | 0 |
| Aug 2023 | $1.9B | $1.7B | $163.7M | 36 | 6 |
| Jul 2023 | $1.9B | $1.7B | $163.7M | 36 | 6 |
| Jun 2023 | $1.9B | $1.7B | $163.7M | 36 | 6 |
| Apr 2023 | $1.9B | $1.7B | $163.7M | 36 | 6 |
| Mar 2023 | $1.9B | $1.7B | $163.7M | 36 | 6 |
| Jul 2022 | $2B | $1.8B | $131M | 34 | 6 |
| Jul 2022 | $2B | $1.8B | $131M | 34 | 6 |
| Apr 2022 | $2B | $1.8B | $131M | 34 | 6 |
| Mar 2022 | $2B | $1.8B | $131M | 34 | 6 |
| Mar 2022 | $2B | $1.8B | $131M | 34 | 6 |
| May 2021 | $1.7B | $1.6B | $116.9M | 31 | 2 |
| Mar 2021 | $1.7B | $1.6B | $116.9M | 31 | 2 |
| Oct 2020 | $1.5B | $1.5B | $87.2M | 28 | 0 |
| Jun 2020 | $1.5B | $1.5B | $87.2M | 28 | 0 |
| Mar 2020 | $1.5B | $1.5B | $87.2M | 28 | 0 |
| Mar 2019 | $1.3B | $1.2B | $131.3M | 27 | 0 |
| Nov 2018 | $1.2B | $1.2B | $34.4M | 24 | 6 |
| Jul 2018 | $1.2B | $1.2B | $34.4M | 24 | 6 |
| May 2018 | $1.2B | $1.2B | $34.4M | 24 | 6 |
| Mar 2018 | $1.2B | $1.2B | $34.4M | 24 | 6 |
| Sep 2017 | $1.1B | $1B | $27.8M | 11 | 600 |
| Mar 2017 | $1.1B | $1B | $27.8M | 11 | 600 |
| Aug 2016 | $914.5M | $887.6M | $26.9M | 9 | 600 |
| Aug 2016 | $914.5M | $887.6M | $26.9M | 9 | 600 |
| Mar 2016 | $914.5M | $887.6M | $26.9M | 9 | 600 |
| Feb 2016 | $897.5M | $879.8M | $17.7M | 9 | 600 |
| Mar 2015 | $897.5M | $879.8M | $17.7M | 9 | 600 |
| Nov 2014 | $718.5M | $717.9M | $561.3K | 9 | 500 |
| Sep 2014 | $718.5M | $717.9M | $561.3K | 9 | 500 |
| Mar 2014 | $718.5M | $717.9M | $561.3K | 9 | 500 |
| Mar 2013 | $554.5M | $553.1M | $1.4M | 9 | 300 |
| Mar 2012 | $436.5M | $436.5M | $0 | 6 | 300 |
| Mar 2011 | $423.3M | $423.3M | $0 | 10 | -- |
| May 2010 | $393.1M | $393.1M | $0 | 10 | -- |
| Jul 2009 | $331.4M | $331.4M | $0 | 10 | -- |
| Mar 2009 | $331.4M | $331.4M | $0 | 10 | -- |
| Mar 2007 | $368.5M | $368.5M | $42.3K | 10 | -- |
| Mar 2006 | $212.1M | $212.1M | $0 | 10 | -- |
| Sep 2005 | $180.9M | $180.9M | $0 | 5 | -- |
| Aug 2004 | $127.7M | $126.6M | $1M | 5 | -- |
| Mar 2002 | $60M | $59.5M | $500K | 5 | -- |
DateSep 2025
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$235.7M
Employees38
Clients0
DateApr 2025
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$235.7M
Employees38
Clients0
DateMar 2025
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$235.7M
Employees38
Clients0
DateDec 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$192.2M
Employees37
Clients0
DateDec 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$192.2M
Employees37
Clients0
DateJun 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$192.2M
Employees37
Clients0
DateApr 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$192.2M
Employees37
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$192.2M
Employees37
Clients0
DateAug 2023
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$163.7M
Employees36
Clients6
DateJul 2023
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$163.7M
Employees36
Clients6
DateJun 2023
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$163.7M
Employees36
Clients6
DateApr 2023
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$163.7M
Employees36
Clients6
DateMar 2023
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$163.7M
Employees36
Clients6
DateJul 2022
Total AUM$2B
Discretionary$1.8B
Non-Disc.$131M
Employees34
Clients6
DateJul 2022
Total AUM$2B
Discretionary$1.8B
Non-Disc.$131M
Employees34
Clients6
DateApr 2022
Total AUM$2B
Discretionary$1.8B
Non-Disc.$131M
Employees34
Clients6
DateMar 2022
Total AUM$2B
Discretionary$1.8B
Non-Disc.$131M
Employees34
Clients6
DateMar 2022
Total AUM$2B
Discretionary$1.8B
Non-Disc.$131M
Employees34
Clients6
DateMay 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$116.9M
Employees31
Clients2
DateMar 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$116.9M
Employees31
Clients2
DateOct 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$87.2M
Employees28
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$87.2M
Employees28
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$87.2M
Employees28
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$131.3M
Employees27
Clients0
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$34.4M
Employees24
Clients6
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$34.4M
Employees24
Clients6
DateMay 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$34.4M
Employees24
Clients6
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$34.4M
Employees24
Clients6
DateSep 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$27.8M
Employees11
Clients600
DateMar 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$27.8M
Employees11
Clients600
DateAug 2016
Total AUM$914.5M
Discretionary$887.6M
Non-Disc.$26.9M
Employees9
Clients600
DateAug 2016
Total AUM$914.5M
Discretionary$887.6M
Non-Disc.$26.9M
Employees9
Clients600
DateMar 2016
Total AUM$914.5M
Discretionary$887.6M
Non-Disc.$26.9M
Employees9
Clients600
DateFeb 2016
Total AUM$897.5M
Discretionary$879.8M
Non-Disc.$17.7M
Employees9
Clients600
DateMar 2015
Total AUM$897.5M
Discretionary$879.8M
Non-Disc.$17.7M
Employees9
Clients600
DateNov 2014
Total AUM$718.5M
Discretionary$717.9M
Non-Disc.$561.3K
Employees9
Clients500
DateSep 2014
Total AUM$718.5M
Discretionary$717.9M
Non-Disc.$561.3K
Employees9
Clients500
DateMar 2014
Total AUM$718.5M
Discretionary$717.9M
Non-Disc.$561.3K
Employees9
Clients500
DateMar 2013
Total AUM$554.5M
Discretionary$553.1M
Non-Disc.$1.4M
Employees9
Clients300
DateMar 2012
Total AUM$436.5M
Discretionary$436.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$423.3M
Discretionary$423.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$331.4M
Discretionary$331.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$331.4M
Discretionary$331.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$42.3K
Employees10
Clients--
DateMar 2006
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$180.9M
Discretionary$180.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$127.7M
Discretionary$126.6M
Non-Disc.$1M
Employees5
Clients--
DateMar 2002
Total AUM$60M
Discretionary$59.5M
Non-Disc.$500K
Employees5
Clients--