Sfmg Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Sfmg, LLC.

Plano, TX Website X

AUM

$3.0B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$377K
Gross asset value

Employees

39

Last Form D raise

—

From SEC Form ADV filing (filed Jul 24, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

C
Christopher Cayet
Chief Investment Officer
Source: SEC Form ADV
J
James Nipp
Managing Director
Source: SEC Form ADV
K
Kevin Margolis
CEO, Managing Director
Source: SEC Form ADV
R
Ryan Blair
President & Managing Director
Source: SEC Form ADV
S
Shashin Shah
Managing Director
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Sfmg Knowledgeable Ee FundOther$377K———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
107548
SEC file number
801-44699

Sources