Craig M. Greenway

SFMG WEALTH ADVISORS

PLANO, TX 75093

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CRD#: 4432599

Professional summary

Craig Metz Greenway, AIF®, CFP® is a registered financial advisor currently at SFMG WEALTH ADVISORS located in Plano, Texas.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Craig has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Metz Greenway's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

March 9, 2000 - Present

SFMG WEALTH ADVISORS

Office #1: 3960 Dallas Parkway Suite 400, Plano, TX 75093

RIA

CRD#: 107548

PLANO, TX

Past

September 15, 2003 - December 12, 2013

CATON CONSULTING GROUP, PC

RIA

CRD#: 114265

ARGYLE, TX

Past

July 7, 2000 - March 29, 2007

SOUTHWEST STRATEGIES

RIA

CRD#: 106013

DALLAS, TX

Past

May 17, 1999 - December 31, 2002

CATON CONSULTING GROUP, PC

RIA

CRD#: 114265

IRVING, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/9/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 Approved)

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Contact information

Main Address

3960 Dallas Parkway Suite 400, Plano, TX 75093

Mailing Address

Phone number

(972) 960-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFMG ADV 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	3,983
AUM (Assets Under Management)	$ 2,524,709,134

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
03/29/2024	Cover Page	Report
03/02/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig M. Greenway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Metz Greenway's CRS (Customer Relationship Summary).

Certified licenses

Experience

SFMG WEALTH ADVISORS

CATON CONSULTING GROUP, PC

SOUTHWEST STRATEGIES

CATON CONSULTING GROUP, PC

Primary Firm SEC Registration

SFMG WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

SFMG WEALTH ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SFMG WEALTH ADVISORS

TRUST BUT VERIFY

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