The SFMG, LLC. is a privately held investment adviser that advises $2.96Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SFMG, LLC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 77.25% over the last 5-years.
The Group has been registered with the SEC for 32.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3960 DALLAS PARKWAY SUITE 400, PLANO, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 39 employees comprised of 16 investment and 23 non-investment staff. The total number of Employees increased by 25.81% over the last 5-years.
Their $2.96Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $2.57Bn or 86.92% of Total Assets and Individuals own $373.25mn or 12.62% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SFMG, LLC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.