Murphy & Sylvest
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
FINTRXOverview
Murphy & Sylvest is an independent, individual-owned investment adviser organized as an LLC that registered with the SEC in 2018. The firm acts as a capital allocator for both individual/family and institutional clients and generates fees through a mix of asset-based and fixed-fee arrangements. In addition to portfolio management and financial planning for individuals and small businesses, the adviser provides selection-of-other-advisers services, publishes periodicals or newsletters, and runs educational seminars and workshops. The firm also operates as an insurance broker and maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- US Government Bonds15%
- Cash & Cash Equivalents13%
- State & Local Bonds12%
- Public Funds/Mutual Funds9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$181M in ETFs
80%
$144M
18%
$37.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $24.7M | 197,072 | 13.66% |
Location
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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