SFMG Wealth Advisors
Overview
SFMG Wealth Advisors is a fee-only registered investment advisor based in Plano, Texas, offering comprehensive wealth management services to high-net-worth individuals and families. The firm provides a range of services, including comprehensive wealth management, smart investment management, and a complete financial arsenal covering areas such as corporate benefits, education planning, net worth/cash flow, tax planning, insurance planning, estate planning, retirement planning, business owners, and charitable planning. SFMG Wealth Advisors has been recognized in various industry rankings, including being named to Forbes' Top RIA Firms in 2025 and Financial Planning Magazine's Best RIAs to Work For in 2025. The firm's leadership includes CEO and Managing Director Kevin Margolis, President and Managing Director Ryan Blair, Managing Director Shashin Shah, and Managing Director Taylor Nipp.
Investment Focus
- Minimum asset threshold of $1 million
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Frequently asked questions about SFMG Wealth Advisors
What sectors does SFMG Wealth Advisors invest in?
SFMG Wealth Advisors invests in Financial Services, Real Estate, Private Equity, Venture Capital, Hedge Funds and Commodities, and is based in Plano, Texas, United States. SFMG Wealth Advisors is listed as a family office in the ConnectSafely investor database.
What stage does SFMG Wealth Advisors invest at?
SFMG Wealth Advisors backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does SFMG Wealth Advisors invest in?
SFMG Wealth Advisors invests across United States.
Who are the partners at SFMG Wealth Advisors?
Team members listed for SFMG Wealth Advisors include Crystal Billing (Senior Wealth Advisor & Chief Compliance Officer) and Ryan Blair (President & Managing Director).
How do I contact SFMG Wealth Advisors?
SFMG Wealth Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
