SFG WEALTH ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $187.7M |
| Discretionary | $174.1M93% of AUM |
| Non-Discretionary | $13.5M |
| Client Accounts | 779 |
| Avg Account Size | $241K |
| Employees | 6 |
| Peak AUM | $187.7MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $188M | +14.9% | +13.7% | +6.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $187.7M |
| Discretionary | $174.1M |
| Employees | 6 |
| Client Accounts | 779 |
| Client Range | 0 |
Contact & Location
Address
705 WEST AZEELE STREET
TAMPA FL 33606
Phone
(813) 251-9095
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$174M
92.8% of AUM
Non-Discretionary
$14M
7.2% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment Adviser