| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Garrett Cayet Control | Chief Investment Officer | Under 5% | 2021 |
| Craig Metz Greenway Control | Stakeholder | 5-10% | 2023 |
| Crystal Leigh Billing Control | Chief Compliance Officer & Wealth Advisor | Under 5% | 2021 |
Sfmg, LLC. reports $2.5 billion in regulatory assets under management on its Form ADV.
Sfmg, LLC. reports 38 employees.
Sfmg, LLC. is based in Plano, TX and has been SEC-registered since 1993.
Sfmg, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3960 Dallas Parkway, Suite 400, Plano, TX 75093 |
| Phone | 972-960-6460 |
| Fax | 972-960-6455 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.29B |
| Non-discretionary | $235.7M |
| Total (RAUM) | $2.52B |