Nick Gaumer

Nick Gaumer serves as the Manager of Trading and Stakeholder at SFMG Wealth Advisors, where he is responsible for leading the trading operations and managing stakeholder interests within the firm. He is a key member of the Board of Managers and has played an integral role in guiding SFMG’s strategic direction since joining the firm in 2013.

Throughout his career at SFMG Wealth Advisors, Nick has specialized in trading and compliance, overseeing portfolio implementation and risk management across diverse asset classes, including equities, fixed income, and alternative investments. His expertise extends to optimizing trade execution and maintaining regulatory standards, ensuring the firm’s clients receive tailored investment solutions aligned with their financial goals.

Nick holds a Bachelor of Business Administration from the University of North Texas and is a CFA Program Level III candidate, reflecting his commitment to advanced investment analysis and portfolio management. As a recently appointed stakeholder, he has contributed to SFMG’s reputation for excellence and has been recognized as part of the next generation of firm leadership.