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| Keyboard |
| SFG Wealth Advisors LLC
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|---|---|
| CRD # | 307368 |
| SEC # | 801-121619 |
| CIK # | |
| AUM | 187.7 M (2026-03-20) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 813-251-9095 |
| Address | 705 West Azeele Street Tampa, FL 33606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 57.9 |
| (b) Individuals (high net worth individuals) | 55 | 126.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 5 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 779 | 187.7 |
| By Discretionary | ||
| Discretionary | 739 | 174.1 |
| Non-Discretionary | 40 | 13.5 |
| Total | 779 | 187.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.7 | |
| Total | 779 | 187.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cross State Financial Group LLC
✚
|
NM | 188.3 M |
|
Barnes Dennig Private Wealth Management LLC
✚
|
OH | 188.2 M |
|
The Westchester Group LLC
✚
|
187.9 M | |
|
Liftpoint Family Wealth Advisors LLC
✚
|
NJ | 187.7 M |
|
Redstone Wealth Management LLC
✚
|
OK | 187.7 M |
|
Colman Knight Advisory Group LLC
✚
|
MA | 187.7 M |
|
Finarc Investments Inc
✚
|
MA | 187.6 M |
|
CFC Planning Company LLC
✚
|
IN | 187.3 M |
|
Ward & Associates
✚
|
CA | 187.2 M |
|
ERISA Advisers Inc
✚
|
TN | 187.1 M |