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| SFG Wealth Advisors LLC
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| |
|---|---|
| CRD # | 307368 |
| SEC # | 801-121619 |
| CIK # | |
| AUM | $149.0 MM (2024-03-25) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Phone | 813-251-9095 |
| Address | 705 West Azeele Street Tampa, FL 33606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 576 | 65.2 |
| (b) Individuals (high net worth individuals) | 167 | 58.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 5 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 751 | 127.8 |
| By Discretionary | ||
| Discretionary | 732 | 125.5 |
| Non-Discretionary | 19 | 2.3 |
| Total | 751 | 127.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.8 | |
| Total | 751 | 127.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital A Wealth Management LLC
✚
|
PA | 0.1 |
|
Rockhill Advisors LLC
✚
|
ID | 0.1 |
|
Granite Financial Group LLC
✚
|
WI | 0.1 |
|
MK Brown Wealth Advisory LLC
✚
|
OH | 0.1 |
|
Alere Planning LLC
✚
|
MD | 0.1 |
|
Investment Management Corporation
✚
|
VA | 0.1 |
|
My Wealth Management Inc
✚
|
MD | 0.1 |
|
ND Pitman & Company Inc
✚
|
AL | 0.1 |
|
Kinwell LLC
✚
|
SC | 0.1 |
|
Hofer & Associates Inc
✚
|
CA | 0.1 |