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, SEC-registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual/family clients and institutional investors, with an owner-managed structure. Its advisory practice combines financial planning and portfolio management for individuals and small businesses with a distribution role — the firm also functions as an insurance broker and publishes client-facing materials and educational programming. Compensation comes from a mix of asset-based fees and fixed-fee arrangements. The firm does not market itself as an ESG investor and is not designated as a multi-state adviser.
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
2 of 2SUSAN SYLVEST
Chief Investment Officer & Founding PartnerCRD 1315321
THOMAS MURPHY
Chief Executive OfficerCRD 1736708
Contacts
3 of 5Donald LaGrange
Wealth AdvisorCRD 7161698
PAUL NOLTE
Senior Wealth AdvisorCRD 2122334
Wesley McMillan
Investment Advisor RepresentativeCRD 8089617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$148M in ETFs
92%
$136M
8%
$12.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $26.1M | 122,226 | 17.66% |
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
Similar firms
CARLSON CAPITAL, L.P.
RIADALLAS, TX
CASTLEVIEW PARTNERS, LLC
RIADALLAS, TX
SLOTNIK CAPITAL, LLC
RIADALLAS, TX
CIC PARTNERS MANAGEMENT LLC
RIADALLAS, TX
CAIRD INVESTMENTS
RIADALLAS, TX
BURFORD BROTHERS, INC.
RIADALLAS, TX