SFMG LLC Overview
Sfmg Llc is an investment advisor that manages 897.5 MM dollars in regulatory AUM and has 9 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/19. The fund's latest filing disclosed 739MM in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/19. The fund's latest filing disclosed 739MM in positions, representing 82% of the manager's regulatory AUM.
SFMG LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SFMG LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ATO | 18.24% | Utilities | 1.5% | -0.41% | 1 | 11% | ||
| SPHQ | 9.31% | ETF | 12.87% | 0.02% | 9 | 0% | ||
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FEATURED IN
SFMG LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig M. Greenway | Cfo, Managing Director And Chief Compliance Officer | January-2007 |
| Kevin W. Margolis | Ceo, Managing Director | January-2007 |
| Gregory P. Morgan | Managing Director And Founder | January-2007 |
| David W. White | Managing Director | January-2007 |
| Ryan J. Blair | Director | January-2014 |
| Taylor Nipp | Director | January-2014 |
SFMG LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SFMG LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
By understanding your goals through our comprehensive planning process, we are able to quantify the returns that are required to reach your financial objectives. We begin by developing a personal investment policy. Each individual investment policy lists such factors as risk tolerance, financial objectives, return expectations, time horizon, tax considerations, and ultimately the portfolio asset allocation.
The process of constructing your investment portfolio takes into consideration your financial objectives, the timeline for reaching your goals, and the return expectations.
Our financial advisors create a portfolio that considers tax and cash flow factors. Thanks to our philosophy of ongoing portfolio management and dynamic allocations, our goal is to provide you with a more reactive portfolio to market risks than the typical “buy, hold, and hope” approach.
This approach to portfolio manag...
Unlock Full Investment Process Description
By understanding your goals through our comprehensive planning process, we are able to quantify the returns that are required to reach your financial objectives. We begin by developing a personal investment policy. Each individual investment policy lists such factors as risk tolerance, financial objectives, return expectations, time horizon, tax considerations, and ultimately the portfolio asset allocation.
The process of constructing your investment portfolio takes into consideration your financial objectives, the timeline for reaching your goals, and the return expectations.
Our financial advisors create a portfolio that considers tax and cash flow factors. Thanks to our philosophy of ongoing portfolio management and dynamic allocations, our goal is to provide you with a more reactive portfolio to market risks than the typical “buy, hold, and hope” approach.
This approach to portfolio manag...
Unlock Full Investment Process Description
SFMG LLC Portfolio Concentration
SFMG LLC Location
7800 DALLAS PARKWAY
SUITE 350
PLANO, Texas
UNITED STATES, 75024
SUITE 350
PLANO, Texas
UNITED STATES, 75024
SFMG LLC Contact Information
Phone Number: 972-960-6460
Fax Number: 972-960-6455
Website: http://www.sfmg.com
Fax Number: 972-960-6455
Website: http://www.sfmg.com
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