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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-1993
- Office Locations
- 1
Office Locations
About Sfmg Wealth Advisors
SFMG Wealth Advisors is a Dallas-area, fee-only wealth advisory firm providing comprehensive financial planning and portfolio management for families and individuals. They use data-driven research and coordinate with clients’ CPAs on cash-flow projections, insurance needs, and estate planning items. Investment implementation centers on disciplined portfolio construction using vehicles such as ETFs and mutual funds. Notable for no commissions and a low advisor-to-client ratio; custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN WAYNE MARGOLIS
Chief Executive Officer, MANAGING DIRECTOR
- CRD
- #4490753
- Ownership
- 25% but less than 50%
RYAN JAY BLAIR
Advisor, MANAGING DIRECTOR, President
- CRD
- #4811979
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Michael C Cowles
Wealth Advisor
- CRD
- #6254495
Devin Jenea DeLapp
Wealth Advisor
- CRD
- #7329722
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,673,557,914 | $700,434 |
| Non-Discretionary | $283,412,140 | $560,103 |
| Total | $2,956,970,054 | $684,009 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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