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Sylvest Advisors, LLC

● SEC registered since 2018CRD 165130SEC# 801-113128Dallas, TX
Export (members)
Reg. AUM
$379M
Employees
8
Accounts
1,186
Location
Dallas, TX

Sylvest Advisors, LLC assets under management

Sylvest Advisors, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2018. It reports $379 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/3192403View on SEC.gov ↗

Sylvest Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Donald Judd LagrangeWealth Advisor5-10%2023
Paul Joseph NolteSenior Wealth Advisor10-25%2023
Susan Ann Sylvest ControlPartner, Chief Investment Officer25-50%2013
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Frequently asked questions

How much does Sylvest Advisors, LLC manage?

Sylvest Advisors, LLC reports $379 million in regulatory assets under management on its Form ADV.

How many employees does Sylvest Advisors, LLC have?

Sylvest Advisors, LLC reports 8 employees.

Where is Sylvest Advisors, LLC located?

Sylvest Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2018.

Does Sylvest Advisors, LLC disclose fund performance?

Sylvest Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13760 Noel Road, Suite 300, Dallas, TX 75240
Phone(214) 373-8362
Fax(972) 707-0992
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$377.9M
Non-discretionary$1.1M
Total (RAUM)$379M