Sfmg Wealth Advisors

Overview

Sfmg Wealth Advisors is an SEC registered investment adviser based in Plano, TX, registered since 1993. It reports $3B in assets under management across 4,323 accounts, with 39 employees. It has 16 investment adviser representatives.

Reported AUM

$3B

Discretionary

90%

Accounts

4,323

Average account

$684K

Employees

39

Advisory reps

16

Registered since

1993

Jurisdictions

13

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 8

• Kevin Wayne Margolis Chief Executive Officer, Managing Director CRD 4490753
• Ryan Jay Blair President, Managing Director CRD 4811979
• Craig Metz Greenway Chief Financial Officer, Managing Director CRD 4432599

5 more executive officers, with direct contact details

Advisory reps 3 of 16

• Crystal Leigh Billing Investment Adviser Rep CRD 4560793
• Ryan Jay Blair Investment Adviser Rep CRD 4811979
• Christopher Garrett Cayet Investment Adviser Rep CRD 7518842

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3960 Dallas Pkwy Ste 400
Plano, TX 75093

County

Collin

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: sfmg.com

Every state, with registration dates

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