Charles Martin Thomas

Employer firm

Sfmg Wealth Advisors CRD 107548

$2.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 05/2017
  Cain Watters & Associates
  Plano, TX
• 05/2017 → 08/2018
  Cain Watters & Associates
  Plano, TX
• 05/2019 → 07/2019
  Birdsong Cpa
  Rockwall, TX
• 07/2019 → 03/2022
  Howard Financial Services , Ltd.
  Dallas, TX
• 08/2018 → Present
  Elm Valley Group
  Dallas, TX
• 04/2022 → Present
  Sfmg Wealth Advisors
  Plano, TX

Previous Registrations

• 2019-07-17 → 2022-04-08
  Howard Financial Services, Ltd.
  Dallas, TX
• 2015-01-06 → 2018-08-02
  Cain, Watters & Associates, Llc
  Frisco, TX

Other Businesses

Elm Valley Group 406 Copperstone Trl, Coppell, TX 75019 non-investment related General Tax Consulting & Compliance Owner/Founder - 08/2018 2-5 hours a month

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-13

Designations

• Certified Financial Planner

Other Names

• Chase Thomas