|
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| SFG Wealth Management LLC
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|
|
|---|---|
| CRD # | 285785 |
| SEC # | 801-108748 |
| CIK # | 0001908914 |
| AUM | $760.2 M (2026-04-14) |
| Employees | 19 (53% Investors, 53% Brokers) |
| Phone | 410-825-3200 |
| Address | 1104 Kenilworth Drive Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 11.4 | ||
| ETFS Precious Metals Basket Trust | 2.5 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Apple Inc | 2.2 | ||
| Parker Hannifin Corp | 2.2 | ||
| Nvidia Corp | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 619 | 137.4 |
| (b) Individuals (high net worth individuals) | 554 | 570.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 11.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 38.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,982 | 760.2 |
| By Discretionary | ||
| Discretionary | 1,772 | 681.9 |
| Non-Discretionary | 210 | 78.3 |
| Total | 1,982 | 760.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 760.2 | |
| Total | 1,982 | 760.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908914] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buffalo Business & Estate Services Ltd
✚
|
NY | 0.8 |
|
Perennial Advisors LLC
✚
|
NY | 0.8 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.8 |
|
American Wealth Management
✚
|
NV | 0.8 |
|
Independent Family Office LLC
✚
|
NY | 0.8 |
|
Hughes Financial Services LLC
✚
|
VA | 0.8 |
|
Strong Tower Advisory Services LLC
✚
|
MN | 0.8 |
|
Provident Wealth Management LLC
✚
|
TN | 0.8 |
|
Paratus Financial Inc
✚
|
TX | 0.8 |
|
Hi-Line Capital Management LLC
✚
|
SD | 0.8 |