SFMG Wealth Advisors

Plano, Texassfmg.com

Overview

SFMG Wealth Advisors is a Texas-based fee-only wealth management firm that provides financial planning and investment management, with services including portfolio management in private equity, venture capital, and real estate.

Year Founded

1992

Portfolio Companies

Website

sfmg.com

Investments

SFMG Wealth Advisors investments
Company	Date	Stage	Lead
Mili	Dec 2024	Seed	Co-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium

2021

2022

2023

2024

2025

2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is SFMG Wealth Advisors based?

SFMG Wealth Advisors is headquartered in Plano, Texas, United States.

When was SFMG Wealth Advisors founded?

SFMG Wealth Advisors was founded in 1992.

How many portfolio companies does SFMG Wealth Advisors have?

SFMG Wealth Advisors has 1 portfolio company in Caplight's dataset.

What are some companies in SFMG Wealth Advisors's portfolio?

Portfolio companies visible on Caplight include Mili.

What was SFMG Wealth Advisors's most recent investment shown here?

SFMG Wealth Advisors's most recent investment in this portfolio sample was in Mili in 2024.

What sectors does SFMG Wealth Advisors focus on?

SFMG Wealth Advisors focuses on Enterprise Software, FinTech.

What company stages does SFMG Wealth Advisors focus on?

SFMG Wealth Advisors typically invests at the Early stage.

Firmographic Details

HeadquartersPlano, Texas

Year Founded1992

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