# SFG Wealth Management LLC

> SFG Wealth Management LLC is a state-registered investment advisory firm in Grove City, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 336422
- Filed as: SFG WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grove City, OH
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336422
- AdvisorCensus page: https://advisorcensus.com/firm/sfg-wealth-management-llc-grove-city-oh-336422

## Quick answers

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

**Where is SFG Wealth Management LLC located?**
SFG Wealth Management LLC's principal office is in Grove City, OH, according to its Form ADV.

**Is SFG Wealth Management LLC registered with the SEC or a state?**
SFG Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336422.

**How much does SFG Wealth Management LLC manage?**
SFG Wealth Management LLC reports $245,000 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**What types of clients does SFG Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does SFG Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336422

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $245,000
- Discretionary: $245,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $245,000 |

### 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: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SFG Wealth Management LLC (CRD 336422): Form ADV filing data as of October 2026.