Murphy & Sylvest

RIASEC RegisteredEst. 2018
Total AUM
$426M
Discretionary
$426M
100% of AUM
Avg account
$351K
Accounts
1,214
Employees
8
Advisory reps
7

Firm details

Headquarters
Dallas, Texas
CRD number
165130
Registered since
May 3, 2018
Website
murphysylvest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.29%
  • Individuals17.71%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Murphy & Sylvest is an independent RIA organized as a limited liability company and registered with the SEC in 2018. The firm acts as a capital allocator for both individuals/families and institutional clients, combining advisory services with insurance brokerage capabilities. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, manager selection, publication of investment-related periodicals, and educational seminars or workshops. Compensation mixes percentage-of-AUM fees with fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, US Government Bonds 15%, Cash & Cash Equivalents 13%, State & Local Bonds 12%, Public Funds/Mutual Funds 9%, Investment Grade Corp Bonds 1%, Private Funds 1%49%
  • Exchange Traded Equities49%
  • US Government Bonds15%
  • Cash & Cash Equivalents13%
  • State & Local Bonds12%
  • Public Funds/Mutual Funds9%

Owners & executives

2 of 2
  • Susan Sylvest

    Susan Sylvest

    Chief Investment Officer & Founding PartnerCRD 1315321

  • Thomas Murphy

    Thomas Murphy

    Chief Executive OfficerCRD 1736708

Contacts

3 of 5
  • Donald LaGrange

    Donald LaGrange

    Wealth AdvisorCRD 7161698

  • Paul Nolte

    Paul Nolte

    Senior Wealth AdvisorCRD 2122334

  • Wesley McMillan

    Wesley McMillan

    Investment Advisor RepresentativeCRD 8089617

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$181M in ETFs

Passive

91%

$164M

Active

9%

$17M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 VALUE ETF (IWD)BlackRockPassiveLarge Value$32.1M132,22517.76%
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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
13760 Noel Rd
Time zone
CT (UTC-6)
Office locations

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