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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SFG Wealth Management LLC
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|---|---|
| CRD # | 285785 |
| SEC # | 801-108748 |
| CIK # | 0001908914 |
| AUM | $643.6 M (2025-03-11) |
| Employees | 11 (100% Investors, 91% Brokers) |
| Phone | 410-825-3200 |
| Address | 1104 Kenilworth Drive Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 3.2 | ||
| Apple Inc | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| Wal Mart Stores Inc | 2.3 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| Parker Hannifin Corp | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 665 | 141.8 |
| (b) Individuals (high net worth individuals) | 507 | 457.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 33.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,918 | 643.6 |
| By Discretionary | ||
| Discretionary | 1,665 | 570.0 |
| Non-Discretionary | 253 | 73.6 |
| Total | 1,918 | 643.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 643.6 | |
| Total | 1,918 | 643.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908914] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith & Howard Wealth Management LLC
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|
GA | 0.6 |
|
Tiller Private Wealth Inc
✚
|
PA | 0.6 |
|
Dopkins Wealth Management LLC
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|
NY | 0.6 |
|
Ackerman Asset Management LLC
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|
0.6 | |
|
Schwarz Dygos Wheeler Investment Advisors LLC
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|
MN | 0.6 |
|
Compass Advisory Group LLC
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|
NY | 0.6 |
|
Alexander Investment Services Co
✚
|
KY | 0.6 |
|
Sivia Capital Partners LLC
✚
|
CA | 0.6 |
|
Tucker Asset Management LLC
✚
|
CO | 0.6 |
|
Tilson Financial Group Inc
✚
|
NJ | 0.6 |