# SFG Wealth Advisors

SFG Wealth Advisors is a Bank / Wealth / Trust based in Tampa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** sfgtampa.com
- **LinkedIn:** https://www.linkedin.com/company/sfgwealth

## Regulatory record

- **CRD number:** 307368
- **SEC file number:** 801-121619
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307368

## About

SFG Wealth Advisors launched in 2020 as a registered investment advisor in Tampa, Florida. The firm provides investment advisory services — portfolio management and financial planning — to a client base of individuals, couples, families, and the trusts and estates associated with them. The founding team and any underlying wealth origin have not been disclosed. The firm operates a traditional retail wealth-management practice. It advises on investment selection and asset allocation, and it constructs financial plans for clients. It does not publish information on thematic tilts, alternative-asset access, or proprietary products. There are no public records of direct co-investments, fund commitments, or sector-specific allocations. The firm's street-level footprint is a single office in Tampa. No additional offices, adjacent vehicles, philanthropic foundations, or club memberships have been made public. The firm has not named its principals, disclosed its assets under advisement, or published any hiring or operational events since its founding. The most recent verifiable activity is the firm's 2020 registration with the SEC. SFG's structural identity is that of a small, unadvertised RIA. Its regulatory filing as a registered investment advisor is the sole public marker of its existence.

## Questions

### What services does SFG Wealth Advisors provide?

Per the firm's regulatory disclosures, SFG Wealth Advisors provides two core services: investment management and financial planning. The investment management service includes ongoing portfolio supervision and asset allocation, while the financial planning service addresses topics such as retirement planning, estate considerations, and tax-aware strategies. The firm serves individuals, couples, families, and their related trusts and estates.

### Who are the principals behind SFG Wealth Advisors?

The firm has not publicly identified its founding team, managing partners, or investment committee. Its SEC registration as an RIA does not surface the names of individual advisors or owners in readily available public summaries. Without a website or LinkedIn presence that names leadership, the decision-makers at SFG Wealth Advisors remain unknown.

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Last updated: 2026-08-11T02:43:31.692Z

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