# SFG Wealth Advisors, LLC

> SFG Wealth Advisors, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 307368
- Filed as: SFG WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307368
- AdvisorCensus page: https://advisorcensus.com/firm/sfg-wealth-advisors-llc-tampa-fl-307368

## Quick answers

**How is SFG Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SFG Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does SFG Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: up to $10,000 (financial planning services); Hourly rate: $350 an hour (financial planning services for IARs); Hourly rate: $125 an hour (financial planning services for Support Staff). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is SFG Wealth Advisors, LLC located?**
SFG Wealth Advisors, LLC's principal office is in Tampa, FL, according to its Form ADV.

**Is SFG Wealth Advisors, LLC registered with the SEC or a state?**
SFG Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307368.

**How much does SFG Wealth Advisors, LLC manage?**
SFG Wealth Advisors, LLC reports $187,673,116 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (93% discretionary).

**How have SFG Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for SFG Wealth Advisors, LLC: Regulatory assets under management: $140,211,670 in the October 2021 data and $187,673,116 in the October 2026 data, up 34%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SFG Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (55); charitable organizations (5).

**Which custodians does SFG Wealth Advisors, LLC use?**
SFG Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does SFG Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307368

**What changed in SFG Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $163,389,725 to $187,673,116 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Flat fee: up to $10,000 (financial planning services)

> The maximum fixed fee for financial planning services is $10,000 per review.

- Hourly rate: $350 an hour (financial planning services for IARs)

> If an hourly rate has been negotiated, the fee will be payable monthly in arrears. The maximum hourly rate for financial planning services is $350 per hour for IARs,

- Hourly rate: $125 an hour (financial planning services for Support Staff)

> The maximum hourly rate for financial planning services is $350 per hour for IARs, and $125 per hour for Support Staff.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $187,673,116
- Discretionary: $174,146,697
- Non-discretionary: $13,526,419

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 190 | $57,869,826 |
| High net worth individuals | 55 | $125,960,094 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $724,165 |
| Charitable organizations | 5 | $1,533,075 |
| Corporations or other businesses not listed above | 1 | $1,585,956 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sfgtampa.com
- LinkedIn @SFGWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,211,670 | 7 | June 3, 2021 |
| October 2022 | $153,179,639 | 6 | September 1, 2022 |
| October 2023 | $127,816,156 | 7 | March 15, 2023 |
| October 2024 | $148,983,643 | 5 | March 25, 2024 |
| October 2025 | $163,389,725 | 5 | March 25, 2025 |
| October 2026 | $187,673,116 | 6 | March 20, 2026 |

Regulatory assets under management: $140,211,670 in the October 2021 data and $187,673,116 in the October 2026 data, up 34%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $163,389,725 to $187,673,116 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SFG Wealth Advisors, LLC (CRD 307368): Form ADV filing data as of October 2026.