Active
SFMG WEALTH ADVISORS
Investment Advice|PLANO, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.5B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.3B |
| Non-Discretionary | 235.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 107548 |
| SEC Number | 801-44699 |
| Street Address | 3960 DALLAS PARKWAY |
| Street Address 2 | SUITE 400 |
| Location | PLANO, TX 75093 |
| Country | United States |
| Phone | 972-960-6460 |
| Fax | 972-960-6455 |
| Total Employees | 38 |
Client Count by Type (927 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 503 |
| Individuals (other than H… | 409 |
| Corporations/Businesses | 12 |
| Charitable Organizations | 2 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
CITY OF ALLEN
CITY OF ANNA
CITY OF BLUE RIDGE
CITY OF CELESTE
CITY OF CELINA
CITY OF FARMERSVILLE
CITY OF FRISCO
CITY OF GAINESVILLE
CITY OF JOSEPHINE
CITY OF LOWRY CROSSING
CITY OF LUCAS
CITY OF MCKINNEY
CITY OF MELISSA
CITY OF MILANO
CITY OF MURPHY
CITY OF NEVADA
CITY OF PARKER
CITY OF PLANO
CITY OF PRINCETON
CITY OF WESTON
CITY OF ALLEN
CITY OF ANNA
CITY OF BLUE RIDGE
CITY OF CELESTE
CITY OF CELINA
CITY OF FARMERSVILLE
CITY OF FRISCO
CITY OF GAINESVILLE
CITY OF JOSEPHINE
CITY OF LOWRY CROSSING
CITY OF LUCAS
CITY OF MCKINNEY
CITY OF MELISSA
CITY OF MILANO
CITY OF MURPHY
CITY OF NEVADA
CITY OF PARKER
CITY OF PLANO
CITY OF PRINCETON
CITY OF WESTON
CITY OF ALLEN
CITY OF ANNA
CITY OF BLUE RIDGE
CITY OF CELESTE
CITY OF CELINA
CITY OF FARMERSVILLE
CITY OF FRISCO
CITY OF GAINESVILLE
CITY OF JOSEPHINE
CITY OF LOWRY CROSSING
CITY OF LUCAS
CITY OF MCKINNEY
CITY OF MELISSA
CITY OF MILANO
CITY OF MURPHY
CITY OF NEVADA
CITY OF PARKER
CITY OF PLANO
CITY OF PRINCETON
CITY OF WESTON
Municipal Government
26 Active
26
Organizations
BEAR CREEK SUD
COLLIN COUNTY MUD 1
COLLIN COUNTY MUD 2
COLLIN COUNTY SOIL AND WATER CONSERVATION DISTRICT
COLLIN COUNTY WCID 3
COPEVILLE SPECIAL UTILITY DISTRICT
COPEVILLE SUD
EAST FORK FWSD 1
EAST FORK SPECIAL UTILITY DISTRICT
FARMERSVILLE HOUSING AUTHORITY
FRISCO CITY HOUSING AUTHORITY
FROGNOT SUD
GAINESVILLE HOSPITAL DISTRICT
HICKORY CREEK SPECIAL UTILITY DISTRICT
LAKEHAVEN MUD
MCKINNEY CITY HOUSING AUTHORITY
MCKINNEY MUD 1 OF COLLIN COUNTY
MCKINNEY MUD 2 OF COLLIN COUNTY
NEVADA SPECIAL UTILITY DISTRICT
NORTH COLLIN SUD OF COLLIN COUNTY
BEAR CREEK SUD
COLLIN COUNTY MUD 1
COLLIN COUNTY MUD 2
COLLIN COUNTY SOIL AND WATER CONSERVATION DISTRICT
COLLIN COUNTY WCID 3
COPEVILLE SPECIAL UTILITY DISTRICT
COPEVILLE SUD
EAST FORK FWSD 1
EAST FORK SPECIAL UTILITY DISTRICT
FARMERSVILLE HOUSING AUTHORITY
FRISCO CITY HOUSING AUTHORITY
FROGNOT SUD
GAINESVILLE HOSPITAL DISTRICT
HICKORY CREEK SPECIAL UTILITY DISTRICT
LAKEHAVEN MUD
MCKINNEY CITY HOUSING AUTHORITY
MCKINNEY MUD 1 OF COLLIN COUNTY
MCKINNEY MUD 2 OF COLLIN COUNTY
NEVADA SPECIAL UTILITY DISTRICT
NORTH COLLIN SUD OF COLLIN COUNTY
BEAR CREEK SUD
COLLIN COUNTY MUD 1
COLLIN COUNTY MUD 2
COLLIN COUNTY SOIL AND WATER CONSERVATION DISTRICT
COLLIN COUNTY WCID 3
COPEVILLE SPECIAL UTILITY DISTRICT
COPEVILLE SUD
EAST FORK FWSD 1
EAST FORK SPECIAL UTILITY DISTRICT
FARMERSVILLE HOUSING AUTHORITY
FRISCO CITY HOUSING AUTHORITY
FROGNOT SUD
GAINESVILLE HOSPITAL DISTRICT
HICKORY CREEK SPECIAL UTILITY DISTRICT
LAKEHAVEN MUD
MCKINNEY CITY HOUSING AUTHORITY
MCKINNEY MUD 1 OF COLLIN COUNTY
MCKINNEY MUD 2 OF COLLIN COUNTY
NEVADA SPECIAL UTILITY DISTRICT
NORTH COLLIN SUD OF COLLIN COUNTY
Special District
27 Active
27
Organizations
ALLEN IND SCH DIST 901
ANNA IND SCH DIST 902
BLUE RIDGE IND SCH DIST 917
CELINA IND SCH DIST 903
COLLIN COUNTY COMMUNITY COLLEGE
COMMUNITY IND SCH DIST 918
FARMERSVILLE IND SCH DIST 904
FRISCO INDEP SCH DISTRICT 905
LOVEJOY IND SCH DIST 919
MCKINNEY IND SCH DISTRICT 907
MELISSA IND SCH DIST 908
PLANO IND SCH DIST 910
PRINCETON IND SCH DISTRICT 911
PROSPER INDEP SCH DISTRICT 912
WYLIE IND SCH DIST
ALLEN IND SCH DIST 901
ANNA IND SCH DIST 902
BLUE RIDGE IND SCH DIST 917
CELINA IND SCH DIST 903
COLLIN COUNTY COMMUNITY COLLEGE
COMMUNITY IND SCH DIST 918
FARMERSVILLE IND SCH DIST 904
FRISCO INDEP SCH DISTRICT 905
LOVEJOY IND SCH DIST 919
MCKINNEY IND SCH DISTRICT 907
MELISSA IND SCH DIST 908
PLANO IND SCH DIST 910
PRINCETON IND SCH DISTRICT 911
PROSPER INDEP SCH DISTRICT 912
WYLIE IND SCH DIST
ALLEN IND SCH DIST 901
ANNA IND SCH DIST 902
BLUE RIDGE IND SCH DIST 917
CELINA IND SCH DIST 903
COLLIN COUNTY COMMUNITY COLLEGE
COMMUNITY IND SCH DIST 918
FARMERSVILLE IND SCH DIST 904
FRISCO INDEP SCH DISTRICT 905
LOVEJOY IND SCH DIST 919
MCKINNEY IND SCH DISTRICT 907
MELISSA IND SCH DIST 908
PLANO IND SCH DIST 910
PRINCETON IND SCH DISTRICT 911
PROSPER INDEP SCH DISTRICT 912
WYLIE IND SCH DIST
School District
15 Active
15
Organizations
1121 DREAM HOME
12 Point Impact
18N63W INC
1 CP SPORTS PLUS
1LT ROBERT F WELCH III CHARITY
1 STEP 2 HOPE
1ST EXPERIENCE INC
1ST LIFE PLANNING PARENTS AND PARTNERS
1 WISER CONSUMER EDUCATION INC
21ST CENTURY HARVEST FOUNDATION
21ST CENTURY LITERACY
2416 MINISTRIES
24K GOLD MARRIAGE
25 Project Inc
27STRONG
2 BELOVED INC
2 BLESSED HANDS OF HOPE INC
2CULTIVATE
2 Days Kids
2ND CHANCE JAIL AND PRISON MINISTRY INC
1121 DREAM HOME
12 Point Impact
18N63W INC
1 CP SPORTS PLUS
1LT ROBERT F WELCH III CHARITY
1 STEP 2 HOPE
1ST EXPERIENCE INC
1ST LIFE PLANNING PARENTS AND PARTNERS
1 WISER CONSUMER EDUCATION INC
21ST CENTURY HARVEST FOUNDATION
21ST CENTURY LITERACY
2416 MINISTRIES
24K GOLD MARRIAGE
25 Project Inc
27STRONG
2 BELOVED INC
2 BLESSED HANDS OF HOPE INC
2CULTIVATE
2 Days Kids
2ND CHANCE JAIL AND PRISON MINISTRY INC
1121 DREAM HOME
12 Point Impact
18N63W INC
1 CP SPORTS PLUS
1LT ROBERT F WELCH III CHARITY
1 STEP 2 HOPE
1ST EXPERIENCE INC
1ST LIFE PLANNING PARENTS AND PARTNERS
1 WISER CONSUMER EDUCATION INC
21ST CENTURY HARVEST FOUNDATION
21ST CENTURY LITERACY
2416 MINISTRIES
24K GOLD MARRIAGE
25 Project Inc
27STRONG
2 BELOVED INC
2 BLESSED HANDS OF HOPE INC
2CULTIVATE
2 Days Kids
2ND CHANCE JAIL AND PRISON MINISTRY INC
Nonprofit Organization
6503 Active
6503
Organizations
Community Partners118 organizations
CITY OF ANNA
Municipal Government·ANNA
CITY OF BLUE RIDGE
Municipal Government·BLUE RIDGE
CITY OF CELESTE
Municipal Government·CELESTE
CITY OF CELINA
Municipal Government·CELINA
CITY OF FARMERSVILLE
Municipal Government·FARMERSVILLE
CITY OF LOWRY CROSSING
Municipal Government·MCKINNEY
CITY OF LUCAS
Municipal Government·LUCAS
CITY OF MCKINNEY
Municipal Government·MCKINNEY
CITY OF MILANO
Municipal Government·MILANO
CITY OF MURPHY
Municipal Government·MURPHY
CITY OF PLANO
Municipal Government·PLANO
CITY OF PRINCETON
Municipal Government·PRINCETON
CITY OF WESTON
Municipal Government·WESTON
CITY OF WYLIE
Municipal Government·WYLIE
TOWN OF LAVON
Municipal Government·LAVON
TOWN OF PROSPER
Municipal Government·PROSPER
BEAR CREEK SUD
Special District·LAVON
COLLIN COUNTY MUD 1
Special District·HOUSTON
COLLIN COUNTY MUD 2
Special District·DALLAS
COLLIN COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·MCKINNEY
COLLIN COUNTY WCID 3
Special District·DALLAS
COPEVILLE SPECIAL UTILITY DISTRICT
Special District·NEVADA
COPEVILLE SUD
Special District·COPEVILLE
EAST FORK FWSD 1
Special District·MILANO
FARMERSVILLE HOUSING AUTHORITY
Special District·BONHAM
GAINESVILLE HOSPITAL DISTRICT
Special District·GAINESVILLE
HICKORY CREEK SPECIAL UTILITY DISTRICT
Special District·CELESTE
LAKEHAVEN MUD
Special District·DALLAS
MCKINNEY CITY HOUSING AUTHORITY
Special District·MCKINNEY
MCKINNEY MUD 1 OF COLLIN COUNTY
Special District·HOUSTON
MCKINNEY MUD 2 OF COLLIN COUNTY
Special District·HOUSTON
NEVADA SPECIAL UTILITY DISTRICT
Special District·NEVADA
NORTH TEXAS GCD
Special District·GAINESVILLE
NORTH TEXAS MUNICIPAL WATER DISTRICT
Special District·WYLIE
PRINCETON CITY HOUSING AUTHORITY
Special District·BONHAM
SEIS LAGOS UTILITY DISTRICT
Special District·LUCAS
WYLIE NORTHEAST SUD
Special District·WYLIE
1121 DREAM HOME
Nonprofit Organization·Plano
12 Point Impact
Nonprofit Organization·Plano
18N63W INC
Nonprofit Organization·Frisco
1 CP SPORTS PLUS
Nonprofit Organization·Plano
1LT ROBERT F WELCH III CHARITY
Nonprofit Organization·Wylie
1 STEP 2 HOPE
Nonprofit Organization·Prosper
1ST EXPERIENCE INC
Nonprofit Organization·Frisco
1ST LIFE PLANNING PARENTS AND PARTNERS
Nonprofit Organization·PLANO
1 WISER CONSUMER EDUCATION INC
Nonprofit Organization·PLANO
21ST CENTURY HARVEST FOUNDATION
Nonprofit Organization·Frisco
21ST CENTURY LITERACY
Nonprofit Organization·McKinney
2416 MINISTRIES
Nonprofit Organization·ANNA
24K GOLD MARRIAGE
Nonprofit Organization·CELINA
25 Project Inc
Nonprofit Organization·McKinney
27STRONG
Nonprofit Organization·Plano
2 BELOVED INC
Nonprofit Organization·ANNA
2 BLESSED HANDS OF HOPE INC
Nonprofit Organization·PLANO
2CULTIVATE
Nonprofit Organization·FRISCO
2 Days Kids
Nonprofit Organization·Plano
2ND CHANCE JAIL AND PRISON MINISTRY INC
Nonprofit Organization·ANNA
30 TO INFINITY
Nonprofit Organization·MCKINNEY
33 EMPLOYEE RELIEF FUND
Nonprofit Organization·FRISCO
379TH BOMB GROUP WW II ASSN INC
Nonprofit Organization·Frisco
3 N ONE TRIUMVIRATE INC
Nonprofit Organization·McKinney
3RD LAI-LAR BATTALION WOLFPACK ASSOCIATION
Nonprofit Organization·Gainesville
3 RES
Nonprofit Organization·Plano
3 TO 1 FOUNDATION
Nonprofit Organization·FRISCO
423 Ministries International
Nonprofit Organization·Plano
42 BASEBALL ACADEMY
Nonprofit Organization·Frisco
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·McKinney
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·McKinney
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gainesville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·McKinney
4 HOOVES FOR HEARTS
Nonprofit Organization·CELINA
4 HUMANITY PROJECT
Nonprofit Organization·Plano
4-LEGGED HELPERS INC
Nonprofit Organization·McKinney
4ME INC
Nonprofit Organization·FARMERSVILLE
4WARNED SECURITY INC
Nonprofit Organization·PLANO
5039 FAIRVIEW PROFESSIONAL FIREFIGHTERS ASSOCIATION
Nonprofit Organization·FRISCO
5694 VERBAL ESSENCE CLUB
Nonprofit Organization·Plano
5 Across Missions Inc
Nonprofit Organization·PROSPER
5C LEADERSHIP FOUNDATION
Nonprofit Organization·Plano
64NUGA FOUNDATION NFP
Nonprofit Organization·MCKINNEY
6S FUTURE FOUNDATION INC
Nonprofit Organization·FRISCO
777 FOUNDATION
Nonprofit Organization·ALLEN
918 EFFECT
Nonprofit Organization·Frisco
92 BLESSINGS
Nonprofit Organization·Allen
958608 PLANO PRESENTERS CLUB
Nonprofit Organization·Plano
AAALWAYS AN OPEN DOOR
Nonprofit Organization·Plano
AADHAR
Nonprofit Organization·PLANO