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

Clients

Accounts

3,983

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 12, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BILLING, CRYSTAL, LEIGH	I	CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	DIRECTOR	NA	Control
BLAIR, RYAN, JAY	I	MANAGING DIRECTOR AND COO	NA	Control
BLAIR, RYAN, JAY	I	MANAGING DIRECTOR AND COO	NA	Control
BLAIR, RYAN, JAY	I	MANAGING DIRECTOR AND COO	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
Cayet, Christopher, Garrett	I	CHIEF INVESTMENT OFFICER	NA	Control
GREENWAY, CRAIG, METZ	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
GREENWAY, CRAIG, METZ	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
GREENWAY, CRAIG, METZ	I	CHIEF FINANCIAL OFFICER	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
Hawkins, Melissa	I	DIRECTOR OF OPERATIONS	NA	Control
MARGOLIS, KEVIN, WAYNE	I	CHIEF LEGAL OFFICER	NA	Control
MORGAN, GREGORY, PAUL	I	CHIEF EXECUTIVE OFFICER	NA	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	NA	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	NA	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
NIPP, TAYLOR	I	DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	NA	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	NA	Control
WHITE, DAVID, WAYNE	I	CHIEF OPERATIONS & COMPLIANCE OFFICER	NA	Control
YOUNG, TYLER, JORDAN	I	HEAD OF ADVISORY AND WEALTH ADVISOR	NA
YOUNG, TYLER, JORDAN	I	HEAD OF ADVISORY AND WEALTH ADVISOR	NA
YOUNG, TYLER, JORDAN	I	HEAD OF ADVISORY AND WEALTH ADVISOR	NA
CMG CAPITAL CORPORATION	DE	PARTNER	D	Control
GPM CAPITAL CORPORATION	DE	PARTNER	D	Control
CMG CAPITAL CORPORATION	DE	MANAGING MEMBER	C	Control
CMG CAPITAL CORPORATION	DE	GENERAL PARTNER	C	Control
CMG CAPITAL CORPORATION	DE	GENERAL PARTNER	C	Control
DWW CAPITAL CORPORATION	DE	MANAGING MEMBER	C	Control
DWW CAPITAL CORPORATION	DE	GENERAL PARTNER	C	Control
DWW CAPITAL CORPORATION	DE	GENERAL PARTNER	C	Control
GPM CAPITAL CORPORATION	DE	MANAGING MEMBER	C	Control
GPM CAPITAL CORPORATION	DE	GENERAL PARTNER	C	Control
GPM CAPITAL CORPORATION	DE	GENERAL PARTNER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER	C	Control
KWM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	C	Control
KWM WEALTH MANAGEMENT, LLC	DE	GENERAL PARTNER	C	Control
KWM WEALTH MANAGEMENT, LLC	DE	GENERAL PARTNER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MANAGING MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MANAGING MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MANAGING MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MANAGING MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MANAGING MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	MANAGING MEMBER	C	Control
MARGOLIS, KEVIN, WAYNE	I	MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MARGOLIS, KEVIN, WAYNE	I	CEO, MANAGING DIRECTOR	C	Control
MORGAN, GREGORY, PAUL	I	MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING MEMBER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	C	Control
WHITE, DAVID, WAYNE	I	MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MANAGING MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MANAGING MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MANAGING MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MANAGING MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MANAGING MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING MEMBER	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
WHITE, DAVID, WAYNE	I	MANAGING DIRECTOR	C	Control
BLAIR, RYAN, JAY	I	MANAGING DIRECTOR AND COO	B	Control
BLAIR, RYAN, JAY	I	MANAGING DIRECTOR AND COO	B	Control
BLAIR, RYAN, JAY	I	MANAGING DIRECTOR AND COO	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
BLAIR, RYAN, JAY	I	PRESIDENT & MANAGING DIRECTOR	B	Control
CMG CAPITAL CORPORATION	DE	MANAGING MEMBER	B	Control
CMG CAPITAL CORPORATION	DE	MANAGING MEMBER	B	Control
DWW CAPITAL CORPORATION	DE	MANAGING MEMBER	B	Control
DWW CAPITAL CORPORATION	DE	MANAGING MEMBER	B	Control
GPM CAPITAL CORPORATION	DE	MANAGING MEMBER	B	Control
GPM CAPITAL CORPORATION	DE	MANAGING MEMBER	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CFO, MANAGING DIRECTOR	B	Control
KWM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	B	Control
KWM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	B	Control
MORGAN, GREGORY, PAUL	I	MANAGING DIRECTOR AND FOUNDER	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
SHAH, SHASHIN, GIRISH	I	MANAGING DIRECTOR	B	Control
GREENWAY, CRAIG, METZ	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	A	Control
GREENWAY, CRAIG, METZ	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
GREENWAY, CRAIG, METZ	I	STAKEHOLDER	A	Control
MARGOLIS, KEVIN, WAYNE	I	MEMBER	A	Control
MARGOLIS, KEVIN, WAYNE	I	MEMBER	A	Control
MORGAN, GREGORY, PAUL	I	MEMBER	A	Control
MORGAN, GREGORY, PAUL	I	MEMBER	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
NIPP, JAMES, TAYLOR	I	MANAGING DIRECTOR	A	Control
WHITE, DAVID, WAYNE	I	MEMBER	A	Control
WHITE, DAVID, WAYNE	I	MEMBER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
GREENWAY, CRAIG, METZ	I	CMG CAPITAL CORPORATION	E	Control
GREENWAY, CRAIG, METZ	I	CMG CAPITAL CORPORATION	E	Control
GREENWAY, CRAIG, METZ	I	CMG CAPITAL CORPORATION	E	Control
GREENWAY, CRAIG, METZ	I	CMG CAPITAL CORPORATION	E	Control
GREENWAY, CRAIG, METZ	I	CMG CAPITAL CORPORATION	E	Control
MARGOLIS, KEVIN, WAYNE	I	KWM WEALTH MANAGEMENT, LLC	E	Control
MARGOLIS, KEVIN, WAYNE	I	KWM WEALTH MANAGEMENT, LLC	E	Control
MARGOLIS, KEVIN, WAYNE	I	KWM WEALTH MANAGEMENT, LLC	E	Control
MARGOLIS, KEVIN, WAYNE	I	KWM WEALTH MANAGEMENT, LLC	E	Control
MARGOLIS, KEVIN, WAYNE	I	KWM WEALTH MANAGEMENT, LLC	E	Control
MORGAN, GREGORY, PAUL	I	GPM CAPITAL CORPORATION	E	Control
MORGAN, GREGORY, PAUL	I	GPM CAPITAL CORPORATION	E	Control
MORGAN, GREGORY, PAUL	I	GPM CAPITAL CORPORATION	E	Control
MORGAN, GREGORY, PAUL	I	GPM CAPITAL CORPORATION	E	Control
MORGAN, GREGORY, PAUL	I	GPM CAPITAL CORPORATION	E	Control
WHITE, DAVID, WAYNE	I	DWW CAPITAL CORPORATION	E	Control
WHITE, DAVID, WAYNE	I	DWW CAPITAL CORPORATION	E	Control
WHITE, DAVID, WAYNE	I	DWW CAPITAL CORPORATION	E	Control
WHITE, DAVID, WAYNE	I	DWW CAPITAL CORPORATION	E	Control
WHITE, DAVID, WAYNE	I	DWW CAPITAL CORPORATION	E	Control

Registrations

Federal

Sep 12, 2025 REGISTERED

Notice Filings (15)

CA CO FL IL LA NC NH NY OK OR SC TN TX VA WA

Address

3960 DALLAS PARKWAY
SUITE 400
PLANO, TX 75093
United States

Phone: 972-960-6460