# SFG Wealth Management

> SFG Wealth Management is an SEC-registered investment advisory firm in Towson, MD, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 285785
- Filed as: SFG WEALTH MANAGEMENT
- Legal name: SFG Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285785
- AdvisorCensus page: https://advisorcensus.com/firm/sfg-wealth-management-towson-md-285785

## Quick answers

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

**Where is SFG Wealth Management located?**
SFG Wealth Management's principal office is in Towson, MD, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is SFG Wealth Management registered with the SEC or a state?**
SFG Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285785.

**How much does SFG Wealth Management manage?**
SFG Wealth Management reports $760,214,689 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (90% discretionary).

**How have SFG Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for SFG Wealth Management: Regulatory assets under management: $408,476,553 in the October 2021 data and $760,214,689 in the October 2026 data, up 86%. Total employees: 17 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SFG Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (619); high net worth individuals (554); corporations or other businesses not listed above (11).

**Which custodians does SFG Wealth Management use?**
SFG Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does SFG Wealth Management 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/285785

**What changed in SFG Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $643,567,369 to $760,214,689 (+18%). Employees performing advisory functions went from 11 to 10.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $760,214,689
- Discretionary: $681,915,565
- Non-discretionary: $78,299,124

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 619 | $137,441,960 |
| High net worth individuals | 554 | $570,599,017 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,575,984 |
| Charitable organizations | Fewer than 5 | $11,823,350 |
| Corporations or other businesses not listed above | 11 | $38,774,378 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, DC, DE, FL, GA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Millersville, MD
- Salisbury, MD

### Websites listed on Form ADV (Item 1.I)
- sfgwm.com
- Facebook @SYNERGYFINANCIALGRP
- LinkedIn @128120
- X @sfgwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $408,476,553 | 17 | September 16, 2021 |
| October 2022 | $531,674,620 | 17 | April 29, 2022 |
| October 2023 | $441,723,236 | 14 | August 8, 2023 |
| October 2024 | $556,304,090 | 16 | July 17, 2024 |
| October 2025 | $643,567,369 | 11 | March 11, 2025 |
| October 2026 | $760,214,689 | 19 | April 14, 2026 |

Regulatory assets under management: $408,476,553 in the October 2021 data and $760,214,689 in the October 2026 data, up 86%.
Total employees: 17 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $643,567,369 to $760,214,689 (+18%).
- Employees performing advisory functions went from 11 to 10.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SFG Wealth Management (CRD 285785): Form ADV filing data as of October 2026.