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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SFG Wealth Management have?","answer":"SFG Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 19 employees, and 10 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SFG Wealth Management invest in?","answer":"At the end of its last fiscal year, SFG Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SFG Wealth Management?","answer":"SFG Wealth Management is owned through a holding company by Lawrence Leitch and William Swartz. 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