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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-16-2016
- Office Locations
- 2
Office Locations
About SFG Wealth Management
SFG Wealth Management provides investment management and holistic financial planning for select individuals, families, and business owners. The team builds personalized plans to help clients build, preserve, and transition wealth, adjusting as goals change. Portfolios commonly use public funds and ETFs and may include fixed income and alternative exposures. Operates on the LPL Financial platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TIMOTHY WILLIAM CARNE
Advisor, Chief Compliance Officer
- CRD
- #3094092
- Ownership
- Less than 5%
CHRISTINA MARIE HORCHAR
CHIEF OPERATING OFFICER, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ADAM SCOTT ARIOSA
Financial Advisor, General Partner
- CRD
- #5562432
MICHAEL LOYD CRABB
Financial Consultant
- CRD
- #5426139
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $681,915,565 | $384,828 |
| Non-Discretionary | $78,299,124 | $372,853 |
| Total | $760,214,689 | $383,559 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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