Kevin Wayne Margolis
Investment adviser representative at Sfmg Wealth Advisors
19 yearsExperience
1 stateRegistered in
$3BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Sfmg Wealth AdvisorsJan 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sfmg Wealth Advisors
Legal name: Sfmg, LLC.
$3BAssets managed
982Clients
16Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4490753
- Firm CRD
- 107548