Sfmg, LLC.
● SEC registered since 1993CRD 107548SEC# 801-44699Plano, TX
Ranks #1,762 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.96B
Fund GAV
$377K
Private funds
1
Employees
39
Accounts
4,323
Location
Plano, TX
Sfmg, LLC. assets under management
Sfmg, LLC. is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 1993. It reports $3 billion in regulatory assets under management and employs 39 people. Sfmg, LLC. manages 1 private fund with combined gross assets of $376,821, including Sfmg Knowledgeable Ee Fund. By regulatory assets, it ranks 1,762 of 6,004 private fund managers.
Sfmg, LLC. private funds
1 funds · $377K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sfmg Knowledgeable Ee Fund | Other Private | $377K | $3K |
Sfmg, LLC. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Garrett Cayet Control | Chief Investment Officer | Under 5% | 2021 |
| Craig Metz Greenway Control | Stakeholder | 5-10% | 2023 |
| Crystal Leigh Billing Control | Chief Compliance Officer & Wealth Advisor | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Sfmg, LLC. manage?
Sfmg, LLC. reports $3 billion in regulatory assets under management on its Form ADV.
How many private funds does Sfmg, LLC. manage?
Sfmg, LLC. manages 1 private funds with combined gross assets of $376,821.
How many employees does Sfmg, LLC. have?
Sfmg, LLC. reports 39 employees.
Where is Sfmg, LLC. located?
Sfmg, LLC. is based in Plano, TX and has been SEC-registered since 1993.
Does Sfmg, LLC. disclose fund performance?
Sfmg, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3960 Dallas Parkway, Suite 400, Plano, TX 75093 |
| Phone | 972-960-6460 |
| Fax | 972-960-6455 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.96B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.96Bregulatory AUM
Discretionary $2.67BNon-discretionary $283.4M
Service providers
Custodian
Administrator