M
$425.7M Total AUM
$425.7M Disc. AUM
-- 3Y CAGR
8 Employees
439 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalValue
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
13760 Noel Road Suite 300 Dallas TX
About Murphy & Sylvest
Murphy & Sylvest is a Dallas-based RIA. The firm has been operating for 13 years. Managing $425.7M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
55 AVG AGE
$60.8M AVG AUM / ADVISOR
$969.7K AVG AUM / CLIENT
6.1 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Vector summit Zenith foundation Delta glacier Summit Eagle Prime
Custodian
Insight optima
Investment Themes
Delta Signal Capital meridian Catalyst capital
Investment Vehicles
Focus timber
Platform
Bridge Legacy
Services
Zenith Prime Momentum legacy Value north Meridian prime Eagle
Technology
Capital Atlas quantum
Owner & Executives
THOMAS EUGENE MURPHY
Chief Compliance Officer, Chief Executive Officer, PARTNER
- CRD
- #1736708
- Ownership
- 25% but less than 50%
(548) 326-1713
ridge.signal@wavecapital.com
in linkedin.com/in/delta-oak
SUSAN ANN SYLVEST
Chief Investment Officer, Financial Advisor, General Partner, PARTNER
- CRD
- #1315321
- Ownership
- 25% but less than 50%
(483) 392-3407
ridge.frontier@optimacapital.com
in linkedin.com/in/prime-frontier
D
Delta vector
Value signal
- CRD
- #19594
- Ownership
- 43.4%
(651) 640-1974
ember.pathway@crestcapital.com
in linkedin.com/in/frontier-bridge
Showing 2 of 4 owners & executives
Unlock allContacts
W
Wesley Fulbright McMillan
--
- CRD
- #8089617
(671) 303-7408
capital.catalyst@crestcapital.com
in linkedin.com/in/peak-value
G
Gabriel Michael Neuenschwander
--
- CRD
- #7805646
(775) 797-8327
radial.insight@beaconcapital.com
in linkedin.com/in/signal-catalyst
E
Element ridge
Oak peak
- CRD
- #16727
(548) 231-9590
vertex.ember@catalystcapital.com
in linkedin.com/in/matrix-horizon
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,682,053 | $350,933 |
| Non-Discretionary | $20,908 | $20,908 |
| Total | $425,702,961 | $350,661 |
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Separately Managed Accounts
Total SMA Asset: $425,702,961
Equity - Exchange:
19.6% U.S. Government/Agency:
18.7% Cash:
6.8% Municipal Bonds:
9.0% Public Funds:
21.1% Corporate - Investment Grade:
17.0% Private Funds:
7.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,200,299,984 | 19.6% |
| U.S. Government/Agency | $1,145,184,168 | 18.7% |
| Cash | $416,430,607 | 6.8% |
| Municipal Bonds | $551,158,156 | 9.0% |
| Public Funds | $1,292,159,676 | 21.1% |
| Corporate - Investment Grade | $1,041,076,516 | 17.0% |
| Private Funds | $477,670,401 | 7.8% |
| Total | $6,123,979,508 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA BRIDGE | MERIDIAN LEGACY | I2DT4G11C | QRYZA | 10.26% | $10,541,257 |
| BEACON DELTA CREST | HORIZON LEGACY | LSBT4VG9R | PCTN | 6.38% | $29,363,093 |
| PRIME MATRIX | VALUE LEGACY | NLBBVLKL3 | YZIJ | 10.59% | $99,596,290 |
| OPTIMA DELTA | EMBER RADIAL | BQUPX8LEW | ECKYA | 1.24% | $113,416,401 |
| VECTOR INSIGHT | UNISON GLACIER | P3E3B0692 | ZVBRH | 9.22% | $5,879,384 |
| FOCUS EAGLE RADIAL | ALPHA NORTH | 37LR8CUNS | OPK | 11.46% | $112,130,944 |
| RADIAL GLACIER CATALYST | VECTOR CATALYST | E9G9A051C | EJN | 12.47% | $9,252,665 |
| PATHWAY FRONTIER UNISON | FUSION HARBOR | YETZK6IWW | LOQBT | 1.66% | $34,612,166 |