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| SFMG LLC
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|---|---|
| CRD # | 107548 |
| SEC # | 801-44699 |
| CIK # | 0001512026 |
| AUM | 2,957.0 M (2026-03-13) |
| Employees | 39 (41% Investors, 0% Brokers) |
| Phone | 972-960-6460 |
| Address | 3960 Dallas Parkway Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atmos Energy Corp | 195.5 | ||
| Apple Inc | 59.4 | ||
| Nvidia Corp | 36.3 | ||
| Amazon Com Inc | 23.1 | ||
| Microsoft Corp | 22.5 | ||
| Alphabet Inc | 20.4 | ||
| Applied Materials Inc /DE | 17.3 | ||
| Wal Mart Stores Inc | 13.5 | ||
| United Technologies Corp /DE/ | 13.5 | ||
| Advanced Micro Devices Inc | 10.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | SFMG Knowledgeable EE Fund | 2026-03-13 | 0.4 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 0.4 |
| (b) Individuals (high net worth individuals) | 496 | 2.6 |
| (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 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,323 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,817 | 2.7 |
| Non-Discretionary | 506 | 0.3 |
| Total | 4,323 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 4,323 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512026] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 6 |
| Serves | Institutional, Retail |
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