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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT, LLC, CRD 285785

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fe43cb7-abc7-9059-7972-cdb00560fab0

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 11
On other graphs: 0
Observed: Nov 23, 2016 to Apr 14, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=10.0
Regulatory AUM: $760MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $682M
Private client RAUM: $708MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $84.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,982
Individual clients: 619
High net worth clients: 554
Custody, client assets: $396M
SEC number: 801-108748
CIK: 1908914
CRD: 285785
Filings on the tape: 38
First filed: Nov 23, 2016
Latest filed: Apr 14, 2026
Organised: Limited Liability Company, MD

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAWRENCE NELSON LEITCH	Chartered Financial Consultant	SALISBURY, MD \| TOWSON, MD \| MILLERSVILLE, MD	21	39	1	yes
GREGORY CHARLES VERMEULEN	n/a	TOWSON, MD	9	40	1	yes
TIMOTHY WILLIAM CARNE	n/a	Towson, MD	9	28	2	yes
MICHAEL LOYD CRABB	Certified Financial Planner	TOWSON, MD	9	18	1	yes
ADAM SCOTT ARIOSA	Certified Financial Planner	Towson, MD	9	17	n/a	yes
ERIC WILLIAM HART	n/a	TOWSON, MD	9	12	n/a	yes
WILLIAM ROBERT SWARTZ	Certified Financial Planner	TOWSON, MD	8	33	3	yes
WILLIAM JUDSON SOKOL	n/a	TOWSON, MD	5	22	1	yes
Ryan McCoy	n/a	Millersville, MD	1	11	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HORCHAR, CHRISTINA, MARIE	CHIEF OPERATING OFFICER	Na	yes	02/2020	Feb 4, 2020	Nov 22, 2024
LEITCH, LAWRENCE, NELSON	MANAGING MEMBER	D	yes	01/2021	Nov 23, 2016	Nov 22, 2024
LEITCH, LAWRENCE, NELSON	CHIEF EXECUTIVE OFFICER	Na	yes	12/2019	Nov 23, 2016	Nov 22, 2024
PEGHER, KENNETH, WILLIAM	CHIEF COMPLIANCE OFFICER	Na	yes	12/2016	Nov 23, 2016	Nov 22, 2024
SFG WEALTH MANAGEMENT, LLC	MANAGING MEMBER	E	yes	01/2021	Jan 28, 2021	Nov 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Millersville	Md	United States	3	yes
Salisbury	Md	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$760M	$682M	19	10	2	n/a	n/a
2024	Mar 11, 2025	$644M	$570M	11	11	2	n/a	n/a
2023	Feb 26, 2024	$556M	$470M	16	15	2	n/a	n/a
2022	Feb 7, 2023	$442M	$402M	14	12	0	n/a	n/a
2021	Feb 28, 2022	$532M	$488M	17	13	0	n/a	n/a
2020	Jan 28, 2021	$408M	$315M	17	14	2	n/a	n/a
2019	Jan 30, 2020	$349M	$272M	20	17	2	n/a	n/a
2018	Feb 22, 2019	$282M	$282M	19	15	11	n/a	n/a
2017	Jan 17, 2018	$269M	$269M	23	17	12	n/a	n/a
2016	Feb 7, 2017	$0	$0	23	15	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$760M	$644M	18.1%	$442M	19.8%	19	11	2	2

Relationships

Registered with (19)

← Ryan McCoyAdvisorregistration: current employment
Aug 11, 2025 to presentfactForm ADV
← WILLIAM JUDSON SOKOLAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← WILLIAM ROBERT SWARTZAdvisorregistration: current employment
Nov 2, 2017 to presentfactForm ADV
← GREGORY CHARLES VERMEULENAdvisorregistration: current employment
Dec 16, 2016 to presentfactForm ADV
← LAWRENCE NELSON LEITCHAdvisorregistration: current employment
Dec 16, 2016 to presentfactForm ADV
← TIMOTHY WILLIAM CARNEAdvisorregistration: current employment
Dec 16, 2016 to presentfactForm ADV
← MICHAEL LOYD CRABBAdvisorregistration: current employment
Dec 16, 2016 to presentfactForm ADV
← ADAM SCOTT ARIOSAAdvisorregistration: current employment
Dec 16, 2016 to presentfactForm ADV
← ERIC WILLIAM HARTAdvisorregistration: current employment
Dec 16, 2016 to presentfactForm ADV
← FAISAL MAGSIAdvisorregistration: previous registration
Oct 17, 2022 to Jul 30, 2024factForm ADV
← Samantha NashAdvisorregistration: previous registration
Jun 1, 2023 to Apr 23, 2024factForm ADV
← Tyler Jones MilesAdvisorregistration: previous registration
Mar 25, 2022 to Jun 30, 2022factForm ADV
← SHAUN MICHAEL BLAKESLEEAdvisorregistration: previous registration
Jun 26, 2017 to Jun 1, 2022factForm ADV
← GAVIN RICHARD GOMSAKAdvisorregistration: previous registration
Sep 13, 2021 to Jan 31, 2022factForm ADV
← JOSEPH JOHN DELLISANTIAdvisorregistration: previous registration
Dec 16, 2016 to Dec 2, 2021factForm ADV
← JOSEPH CRAIG CONROYAdvisorregistration: previous registration
Dec 16, 2016 to Jan 4, 2021factForm ADV
← Christopher James CasnerAdvisorregistration: previous registration
Dec 4, 2017 to Dec 31, 2020factForm ADV
← Nicholas MoliteAdvisorregistration: previous registration
May 10, 2018 to Jul 10, 2018factForm ADV
← HUMBERTO EDMUNDO MORENOAdvisorregistration: previous registration
Dec 16, 2016 to Feb 27, 2017factForm ADV

Controls (4)

← PEGHER, KENNETH, WILLIAMOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 23, 2016 to Nov 22, 2024factForm ADV
← LEITCH, LAWRENCE, NELSONOwnerMANAGING MEMBER, ownership code D, individual
Nov 23, 2016 to Nov 22, 2024factForm ADV
← HORCHAR, CHRISTINA, MARIEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Feb 4, 2020 to Nov 22, 2024factForm ADV
← SFG WEALTH MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jan 28, 2021 to Nov 22, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 30, 2024
Advisor changed firm
Faisal Magsi left Sfg Wealth Management for Prostatis Financial Advisors Group (registered 2024-08-15)
Form ADVobserved 4 days ago
Occurred
Apr 23, 2024
Advisor changed firm
Samantha Nash left Sfg Wealth Management for Prostatis Financial Advisors Group (registered 2024-05-13)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2024
Regulatory AUM changed
Sfg Wealth Management reported RAUM $556.3M, up 26% from $441.7M (2023-08-08 to 2024-02-26)
Form ADVobserved 4 days ago
$115M
Occurred
Jun 30, 2022
Advisor changed firm
Tyler Jones Miles left Sfg Wealth Management for Keeney Financial Group Inc. (registered 2022-08-02)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Shaun Michael Blakeslee left Sfg Wealth Management for Alton Point Advisors, Llc (registered 2022-10-25)
Form ADVobserved 4 days ago
Occurred
Feb 28, 2022
Regulatory AUM changed
Sfg Wealth Management reported RAUM $531.7M, up 30% from $408.5M (2021-10-05 to 2022-02-28)
Form ADVobserved 4 days ago
$123M
Occurred
Jan 31, 2022
Advisor changed firm
Gavin Richard Gomsak left Sfg Wealth Management for Osaic Fa, Inc. (registered 2022-01-28)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2020
Control person joined
Marie Christina Horchar (Chief Operating Officer) appeared on Schedule A of Sfg Wealth Management
Form ADVobserved 4 days ago
Occurred
Jan 30, 2020
Control person left
Michael Stephen Spurrier (Managing Member) no longer on Schedule A of Sfg Wealth Management (listed 2019-10-24, absent 2020-01-30)
Form ADVobserved 4 days ago
Occurred
Nov 23, 2016
First Form ADV filing
Synergy Financial Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 30, 2020
Sfg Wealth Management reported 2 offices beyond its principal office, down from 11 (2019-10-24 to 2020-01-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fe43cb7-abc7-9059-7972-cdb00560fab0
First observed: Nov 23, 2016
Last observed: Apr 14, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT, LLC, CRD 285785

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fe43cb7-abc7-9059-7972-cdb00560fab0

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAWRENCE NELSON LEITCH

Chartered Financial Consultant

SALISBURY, MD | TOWSON, MD | MILLERSVILLE, MD

yes

GREGORY CHARLES VERMEULEN

n/a

TOWSON, MD

yes

TIMOTHY WILLIAM CARNE

n/a

Towson, MD

yes

MICHAEL LOYD CRABB

Certified Financial Planner

TOWSON, MD

yes

ADAM SCOTT ARIOSA

Certified Financial Planner

Towson, MD

n/a

yes

ERIC WILLIAM HART

n/a

TOWSON, MD

n/a

yes

WILLIAM ROBERT SWARTZ

Certified Financial Planner

TOWSON, MD

yes

WILLIAM JUDSON SOKOL

n/a

TOWSON, MD

yes

Ryan McCoy

n/a

Millersville, MD

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HORCHAR, CHRISTINA, MARIE

CHIEF OPERATING OFFICER

yes

02/2020

Feb 4, 2020

Nov 22, 2024

LEITCH, LAWRENCE, NELSON

MANAGING MEMBER

yes

01/2021

Nov 23, 2016

Nov 22, 2024

LEITCH, LAWRENCE, NELSON

CHIEF EXECUTIVE OFFICER

yes

12/2019

Nov 23, 2016

Nov 22, 2024

PEGHER, KENNETH, WILLIAM

CHIEF COMPLIANCE OFFICER

yes

12/2016

Nov 23, 2016

Nov 22, 2024

SFG WEALTH MANAGEMENT, LLC

MANAGING MEMBER

yes

01/2021

Jan 28, 2021

Nov 22, 2024

City

State

Country

Employees

Also broker-dealer

Millersville

United States

yes

Salisbury

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$760M

$682M

n/a

2024

Mar 11, 2025

$644M

$570M

n/a

2023

Feb 26, 2024

$556M

$470M

n/a

2022

Feb 7, 2023

$442M

$402M

n/a

2021

Feb 28, 2022

$532M

$488M

n/a

2020

Jan 28, 2021

$408M

$315M

n/a

2019

Jan 30, 2020

$349M

$272M

n/a

2018

Feb 22, 2019

$282M

n/a

2017

Jan 17, 2018

$269M

n/a

2016

Feb 7, 2017

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$760M

$644M

18.1%

$442M

19.8%