SFG Wealth Management

Overview

SFG Wealth Management is an SEC registered investment adviser based in Towson, MD, registered since 2016. It reports $76M in assets under management across 1,982 accounts, with 19 employees. It has 8 investment adviser representatives.

Reported AUM

$76M

Discretionary

90%

Accounts

1,982

Average account

$384K

Employees

19

Advisory reps

8

Registered since

2016

Jurisdictions

17

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

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

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Lawrence Nelson Leitch Chief Executive Officer CRD 1672867
• Christina Marie Horchar Chief Operating Officer CRD 6270821
• Timothy William Carne Chief Compliance Officer CRD 3094092

Advisory reps 3 of 8

• Adam Scott Ariosa Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5562432
• Timothy W Carne Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3094092
• Michael Loyd Crabb Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5426139

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

Location

Headquarters

1104 Kenilworth Dr Ste 500
Towson, MD 21204

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 17 jurisdictions

Every state, with registration dates

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