← Directory
MURPHY & SYLVEST
Legal name: SYLVEST ADVISORS, LLC
CRD 165130File 801-113128
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$425.7M
Below cohort median (national)
Discretionary AUM
$425.7M
Non-discretionary $21K
Clients
428
1,214 accounts
Employees
8
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 3, 2018
- Principal office
- 13760 NOEL ROAD, SUITE 300, DALLAS, TX, 75240
- Phone
- (214) 373-8362
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $425.7M
- Discretionary AUM
- $425.7M
- Non-discretionary AUM
- $21K
- Discretionary accounts
- 1,213
- Non-discretionary accounts
- 1
- Total accounts
- 1,214
- AUM per client
- $995K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $0 |
| High net worth individuals | 154 | $350.3M |
| Individuals (other than high net worth individuals) | 273 | $75.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.