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 06/30/16. The fund's latest filing disclosed 448MM in positions, representing 50% of the manager's regulatory AUM.

SFMG LLC StockAlpha

Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SFMG LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ATO 18.51% Utilities -11.15% -0.76% 1 4%
SPHQ 8.49% ETF 0.36% -0.2% 6 0%
Unlock Positions and Returns Details
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

SFMG LLC Portfolio Concentration

SFMG LLC Location

PLANO, Texas

SFMG LLC Contact Information

Phone Number: 972-960-6460
Fax Number: 972-960-6455



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A