Sfmg, Llc.
- Regulatory AUM
- $3.0B
- Discretionary
- $2.7B
- Clients
- 982
- Avg AUM / client
- $3.0M
- Accounts
- 4,323
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 472 | $373M | 12.6% |
| High net worth individuals | 496 | $2.6B | 86.9% |
| Pension and profit sharing plans | 1 | $143K | 0.0% |
| Charitable organizations | 2 | $1.5M | 0.05% |
| Corporations and other businesses | 11 | $11.7M | 0.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Haynes And Boone Retirement Savings Plan Haynes And Boone, Llp | 2024 | |
| Apple 401(k) Plan Apple Inc. | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Metz Greenway | Stakeholder | CFP | Mar 2000 (26y) | 5% – 10% |
| Kevin Wayne Margolis | Ceo, Managing Director | Nov 2004 (22y) | 25% – 50% | |
| Ryan Jay Blair | President & Managing Director | CFP | Jan 2009 (18y) | 10% – 25% |
| James Taylor Nipp | Managing Director | CFP | Dec 2012 (14y) | 5% – 10% |
| Shashin Girish Shah | Managing Director | CFP CFA | Jul 2016 (10y) | 10% – 25% |
| Crystal Leigh Billing | Chief Compliance Officer & Wealth Advisor | CFP | Oct 2019 (7y) | Less than 5% |
| Christopher Garrett Cayet | Chief Investment Officer | CFA | Jun 2021 (5y) | Less than 5% |
| Hawkins, Melissa | Director Of Operations | Jan 2022 (5y) | Less than 5% | |
| David Wayne White | Registered representative | May 2002 (24y) | ||
| David Paul Gamble | Registered representative | CFP | Oct 2016 (10y) | |
| Michael C Cowles | Registered representative | CFP | Feb 2021 (5y) | |
| Shannon Taylor Pope | Registered representative | CFP | Feb 2021 (5y) | |
| Tyler Ray Floyd | Registered representative | CFP | Feb 2021 (5y) | |
| Devin Jenea De Lapp | Registered representative | CFP | Jun 2021 (5y) | |
| Charles Martin Thomas | Registered representative | CFP | May 2022 (4y) | |
| Brett Elliot Rudman | Registered representative | Feb 2026 (0y) | ||
| Avery Jack Klatsky | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Haynes And Boone Retirement Savings Plan | Haynes And Boone, Llp | 1,097 | $360M | 01/01/2024 |
| Apple 401(k) Plan | Apple Inc. | 101,217 | $24.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.1B (70% of AUM) Mar 2026
- Fidelity Distributors Company Llc $563M (19% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $245M (19% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗