SFMG, LLC. of PLANO, TX is an SEC-registered investment adviser (CRD 107548). Regulatory assets under management: $3.0B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Craig Metz Greenway | STAKEHOLDER | — |
| Kevin Wayne Margolis | CEO, MANAGING DIRECTOR | — |
| Ryan Jay Blair | PRESIDENT & MANAGING DIRECTOR | — |
| James Taylor Nipp | MANAGING DIRECTOR | — |
| Shashin Girish Shah | MANAGING DIRECTOR | — |
| Crystal Leigh Billing | CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR | — |
| Melissa Hawkins | DIRECTOR OF OPERATIONS | Sheridan, WY |
| Christopher Garrett Cayet | CHIEF INVESTMENT OFFICER | — |
| Tyler Jordan Young | HEAD OF ADVISORY AND WEALTH ADVISOR | — |
| MORGAN GREGORY PAUL | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR AND FOUNDER; MANAGING MEMBER (+3 more) | — |
| WHITE DAVID WAYNE | CHIEF OPERATIONS & COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING MEMBER (+2 more) | — |
| MARGOLIS KEVIN WAYNE | CEO, MANAGING DIRECTOR; CHIEF LEGAL OFFICER; MANAGING DIRECTOR (+3 more) | — |
| GREENWAY CRAIG METZ | CFO, MANAGING DIRECTOR; CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; CFO, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+4 more) | — |
| BLAIR RYAN JAY | DIRECTOR; MANAGING DIRECTOR AND COO; PRESIDENT & MANAGING DIRECTOR | — |
| NIPP TAYLOR | DIRECTOR; MANAGING DIRECTOR | — |
| SHAH SHASHIN GIRISH | DIRECTOR; MANAGING DIRECTOR | — |
| BILLING CRYSTAL LEIGH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & WEALTH ADVISOR | — |
| Hawkins Melissa | DIRECTOR OF OPERATIONS | — |
| Cayet Christopher Garrett | CHIEF INVESTMENT OFFICER | — |