# SFMG, LLC.

SFMG, LLC. of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 107548
- Type: SEC-registered investment adviser
- SEC file number: 801-44699
- Location: 3960 DALLAS PARKWAY, SUITE 400, PLANO, TX, 75093
- Phone: 972-960-6460
- Latest filing: 2026-07-24
- Regulatory AUM: $3.0B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $283.4M
- Clients: 39
- Accounts: 4,323

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (19)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107548/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107548/similar
- Related entities: https://search.stillhousedata.com/firm/107548/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107548

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.