|
⚲
|
| Keyboard |
| Sylvest Advisors LLC
✚
|
|
|---|---|
| CRD # | 165130 |
| SEC # | 801-113128 |
| CIK # | 0002044121 |
| AUM | 425.7 M (2026-03-25) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-373-8362 |
| Address | 13760 Noel Road Dallas, TX 75240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002044121 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.4 | ||
| Apple Inc | 4.6 | ||
| Johnson & Johnson | 1.4 | ||
| Merck & Co Inc | 1.4 | ||
| Amgen Inc | 1.1 | ||
| Hershey Co | 1.0 | ||
| NetApp Inc | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Zoetis Inc | 0.9 | ||
| Bristol Myers Squibb Co | 0.8 | ||
| Toro Co | 0.8 | ||
| PPG Industries Inc | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 75.4 |
| (b) Individuals (high net worth individuals) | 154 | 350.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,214 | 425.7 |
| By Discretionary | ||
| Discretionary | 1,213 | 425.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,214 | 425.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.7 | |
| Total | 1,214 | 425.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044121] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 11 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Power Wealth Management LLC
✚
|
GA | 429.9 M |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 429.2 M |
|
Shearwater Capital LLC
✚
|
CO | 427.3 M |
|
O'Donnell Financial Services LLC
✚
|
CA | 427.1 M |
|
Cypress Capital LLC
✚
|
TN | 426.0 M |
|
Professional Financial Advisors Inc
✚
|
PA | 426.0 M |
|
OMNI 360 Wealth Inc
✚
|
NJ | 425.7 M |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 425.1 M |
|
Smart Money Group LLC
✚
|
TX | 424.3 M |
|
Sage Financial Management Group Inc
✚
|
VA | 423.2 M |