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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MURPHY & SYLVEST

SYLVEST ADVISORS, LLC, CRD 165130

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:017acffb-3bbe-89dc-750b-7d57f39d938d

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 6
On other graphs: 0
Observed: Apr 3, 2018 to Mar 25, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $426MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $426M
Private client RAUM: $426MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $60.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,214
Individual clients: 273
High net worth clients: 154
Custody, client assets: $7.7M
SEC number: 801-113128
CRD: 165130
Filings on the tape: 27
First filed: Apr 3, 2018
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SUSAN ANN SYLVEST	n/a	DALLAS, TX	13	32	3	no
THOMAS EUGENE MURPHY	Certified Financial Planner\|Chartered Financial Consultant	DALLAS, TX	13	38	2	no
Donald Judd LaGrange	Certified Financial Planner\|Chartered Financial Consultant	DALLAS, TX	6	28	n/a	no
Elizabeth Ashley Sullivan	Certified Financial Planner	DALLAS, TX	4	16	1	no
PAUL JOSEPH NOLTE	Chartered Financial Analyst	DALLAS, TX	3	35	3	no
Wesley Fulbright McMillan	n/a	DALLAS, TX	1	10	n/a	no
Gabriel Michael Neuenschwander	n/a	DALLAS, TX	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MURPHY, THOMAS, EUGENE	PARTNER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	C	yes	01/2013	Apr 3, 2018	Mar 27, 2024
SYLVEST, SUSAN, ANN	PARTNER, CHIEF INVESTMENT OFFICER	C	yes	01/2013	Apr 3, 2018	Mar 27, 2024
LaGrange, Donald, Judd	WEALTH ADVISOR	A	no	01/2023	Mar 14, 2023	Mar 27, 2024
NOLTE, PAUL, JOSEPH	SENIOR WEALTH ADVISOR	B	no	01/2023	Mar 14, 2023	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THOMAS E. MURPHY, CFP, LLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Elmhurst	IL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$426M	$426M	8	7	1	n/a	n/a
2024	Mar 21, 2025	$379M	$378M	8	6	1	n/a	n/a
2023	Mar 27, 2024	$321M	$320M	10	8	1	n/a	n/a
2022	Mar 14, 2023	$163M	$162M	9	6	1	n/a	n/a
2021	Mar 3, 2022	$166M	$164M	9	7	0	n/a	n/a
2020	Mar 29, 2021	$164M	$160M	8	6	0	n/a	n/a
2019	Mar 26, 2020	$132M	$130M	8	5	0	n/a	n/a
2018	Feb 28, 2019	$129M	$127M	7	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$426M	$379M	12.3%	$163M	37.6%	8	8	1	1

Relationships

Registered with (13)

← Gabriel Michael NeuenschwanderAdvisorregistration: current employment
Oct 6, 2025 to presentfactForm ADV
← Wesley Fulbright McMillanAdvisorregistration: current employment
May 14, 2025 to presentfactForm ADV
← PAUL JOSEPH NOLTEAdvisorregistration: current employment
Jan 18, 2023 to presentfactForm ADV
← Elizabeth Ashley SullivanAdvisorregistration: current employment
Jan 28, 2022 to presentfactForm ADV
← Donald Judd LaGrangeAdvisorregistration: current employment
May 15, 2020 to presentfactForm ADV
← THOMAS EUGENE MURPHYAdvisorregistration: current employment
Jan 16, 2013 to presentfactForm ADV
← SUSAN ANN SYLVESTAdvisorregistration: current employment
Jan 3, 2013 to presentfactForm ADV
← Scott Charles LongAdvisorregistration: previous registration
Dec 5, 2023 to Jul 7, 2025factForm ADV
← Misti Doty WhiteAdvisorregistration: previous registration
Jan 30, 2024 to Nov 25, 2024factForm ADV
← Samantha Elizabeth SwayzeAdvisorregistration: previous registration
Sep 20, 2023 to Oct 30, 2024factForm ADV
← ADRIENNE DENAE ANTHONYAdvisorregistration: previous registration
Oct 29, 2014 to May 11, 2022factForm ADV
← MICHAEL ANDREW DOMINGOAdvisorregistration: previous registration
May 7, 2015 to Feb 1, 2016factForm ADV
← BEVERLY DELORIS JOHNSONAdvisorregistration: previous registration
Jan 16, 2014 to Jul 22, 2015factForm ADV

Controls (2)

← SYLVEST, SUSAN, ANNOwnerPARTNER, CHIEF INVESTMENT OFFICER, ownership code C, individual
Apr 3, 2018 to Mar 27, 2024factForm ADV
← MURPHY, THOMAS, EUGENEOwnerPARTNER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 3, 2018 to Mar 27, 2024factForm ADV

Owns (2)

← NOLTE, PAUL, JOSEPHOwnerSENIOR WEALTH ADVISOR, ownership code B, individual
Mar 14, 2023 to Mar 27, 2024factForm ADV
← LaGrange, Donald, JuddOwnerWEALTH ADVISOR, ownership code A, individual
Mar 14, 2023 to Mar 27, 2024factForm ADV

Dated events

Occurred
Jul 7, 2025
Advisor changed firm
Scott Charles Long left Murphy & Sylvest for Charles Schwab & Co., Inc. (registered 2025-07-11)
Form ADVobserved 6 days ago
Occurred
Nov 25, 2024
Advisor changed firm
Misti Doty White left Murphy & Sylvest for Interlinc Financial Advisors, Inc. (registered 2025-04-30)
Form ADVobserved 6 days ago
Occurred
Oct 30, 2024
Advisor changed firm
Samantha Elizabeth Swayze left Murphy & Sylvest for Northern Trust Investments, Incorporated (registered 2024-12-03)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Murphy & Sylvest reported RAUM $321.3M, up 97% from $163.3M (2023-12-15 to 2024-03-27)
Form ADVobserved 6 days ago
$158M
Occurred
May 11, 2022
Advisor changed firm
Adrienne Denae Anthony left Murphy & Sylvest for Lee Financial Company, Llc (registered 2022-06-17)
Form ADVobserved 6 days ago
Occurred
Apr 3, 2018
First Form ADV filing
Murphy & Sylvest filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:017acffb-3bbe-89dc-750b-7d57f39d938d
First observed: Apr 3, 2018
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MURPHY & SYLVEST

SYLVEST ADVISORS, LLC, CRD 165130

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:017acffb-3bbe-89dc-750b-7d57f39d938d

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SUSAN ANN SYLVEST

n/a

DALLAS, TX

THOMAS EUGENE MURPHY

Certified Financial Planner|Chartered Financial Consultant

DALLAS, TX

Donald Judd LaGrange

Certified Financial Planner|Chartered Financial Consultant

DALLAS, TX

n/a

Elizabeth Ashley Sullivan

Certified Financial Planner

DALLAS, TX

PAUL JOSEPH NOLTE

Chartered Financial Analyst

DALLAS, TX

Wesley Fulbright McMillan

n/a

DALLAS, TX

n/a

Gabriel Michael Neuenschwander

n/a

DALLAS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MURPHY, THOMAS, EUGENE

PARTNER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

01/2013

Apr 3, 2018

Mar 27, 2024

SYLVEST, SUSAN, ANN

PARTNER, CHIEF INVESTMENT OFFICER

yes

01/2013

Apr 3, 2018

Mar 27, 2024

LaGrange, Donald, Judd

WEALTH ADVISOR

01/2023

Mar 14, 2023

Mar 27, 2024

NOLTE, PAUL, JOSEPH

SENIOR WEALTH ADVISOR

01/2023

Mar 14, 2023

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THOMAS E. MURPHY, CFP, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Elmhurst

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$426M

n/a

2024

Mar 21, 2025

$379M

$378M

n/a

2023

Mar 27, 2024

$321M

$320M

n/a

2022

Mar 14, 2023

$163M

$162M

n/a

2021

Mar 3, 2022

$166M

$164M

n/a

2020

Mar 29, 2021

$164M

$160M

n/a

2019

Mar 26, 2020

$132M

$130M

n/a

2018

Feb 28, 2019

$129M

$127M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$426M

$379M

12.3%

$163M

37.6%