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MURPHY & SYLVEST
SYLVEST ADVISORS, LLC
CRD 165130 · SEC 801-113128
13760 NOEL ROAD, SUITE 300, DALLAS, TX, 75240, United States
Phone
(214) 373-8362
Fax
(972) 707-0992
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$425.7M
Discretionary AUM
$425.7M
Team
8 total employees; 7 advisory reps; 11 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 273 | $75.4M |
| High net worth individuals | 154 | $350.3M |
| Charitable organizations | 1 | $0 |
States served
CA, CO, IL, LA, NC, OR, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD