SFG WEALTH ADVISORS, LLC

Overview

SFG Wealth Advisors, LLC is a small, individual-owned RIA that serves both high-net-worth individuals and institutional clients. The firm runs a fee model that mixes percentage-of-AUM billing with hourly and fixed-fee engagements, and it provides core financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. SFG also operates in broker-dealer and insurance capacities, which it uses to place insurance products and annuities alongside advisory mandates. Investment activity centers on public funds and mutual funds as the primary sleeve, but the firm describes itself as a capital allocator that supplements those holdings with third‑party alternative managers. It does not position itself as an ESG-focused investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices