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MURPHY & SYLVEST

DALLAS, TX · CRD 165130 · IAPD ↗ · (214) 373-8362

$425.7MRegulatory AUM
7Advisory reps
8Employees
11Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MURPHY & SYLVEST notice-filed in CA, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — MURPHY & SYLVEST grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — MURPHY & SYLVEST shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
51
April 2024 — MURPHY & SYLVEST notice-filed in CO, FL, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — MURPHY & SYLVEST reported RAUM up 97% ($163.3M -> $321.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.