SFMG, LLC
SFMG, LLC (SFMG Wealth Advisors) is a Dallas-area boutique financial planning and wealth management firm founded in 1992 by Greg Morgan. It is jointly owned by four principals and provides tailored investment advice and comprehensive personal financial planning to individuals and families across a range of life stages. As of 2025, it employs approximately 37-38 professionals. The firm is known for its client-centric focus, collaborative culture, and disciplined approach to financial planning, serving primarily high net worth individuals and some institutional clients.
Investment Strategy
SFMG Wealth Advisors delivers personalized, high-touch financial planning and investment management, emphasizing integration of comprehensive planning with dynamic portfolio management. The firm constructs portfolios based on clients' financial objectives, risk tolerance, and timelines, striving for responsiveness to market risks rather than a passive buy-and-hold approach. Decisions are made through an Investment Committee that combines institutional and proprietary research and meets monthly to adjust allocations based on current market, economic, and tax conditions. SFMG promotes discipline, transparency, and objectivity, tailoring recommendations to individual client restrictions and needs.
Top Holdings
Equity Positions (276)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ATO | ATMOS ENERGY CORP | 12.07% | $160.8M | 1,043,125 | $59.92 | $154.11 | -$2.9M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 8.72% | $116.2M | 1,630,713 | $33.36 | $71.26 | +$8.7M |
P PTLC | PACER FDS TR | 8.56% | $114.1M | 2,247,421 | $50.76 | $50.76 | +$114.1M |
G GSLC | GOLDMAN SACHS ETF TR | 7.39% | $98.5M | 811,380 | $66.41 | $121.38 | +$10.3M |
Q QUS | SPDR SERIES TRUST | 6.36% | $84.7M | 519,412 | $104.83 | $163.09 | +$3.7M |