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| Happy Holidays!! thanks for using AUM13F!! |
| Sylvest Advisors LLC
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| CRD # | 165130 |
| SEC # | 801-113128 |
| CIK # | 0002044121 |
| AUM | $379.0 M (2025-07-08) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 214-373-8362 |
| Address | 13760 Noel Road Dallas, TX 75240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002044121 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.1 | ||
| Apple Inc | 3.8 | ||
| AbbVie Inc | 1.2 | ||
| Cummins Inc | 1.1 | ||
| Merck & Co Inc | 0.9 | ||
| NetApp Inc | 0.9 | ||
| Amgen Inc | 0.9 | ||
| Hershey Co | 0.9 | ||
| Johnson & Johnson | 0.8 | ||
| PPG Industries Inc | 0.8 | ||
| Royal Gold Inc | 0.8 | ||
| Zoetis Inc | 0.8 | ||
| Genpact Ltd | 0.8 | ||
| Carlisle Companies Inc | 0.8 | ||
| Mosaic Co | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 82.1 |
| (b) Individuals (high net worth individuals) | 131 | 296.8 |
| (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 | 2 | 0.1 |
| (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 | 1,186 | 379.0 |
| By Discretionary | ||
| Discretionary | 1,177 | 377.9 |
| Non-Discretionary | 9 | 1.1 |
| Total | 1,186 | 379.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.0 | |
| Total | 1,186 | 379.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044121] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cannon Tingey Investment Advisors Inc
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|
UT | 0.4 |
|
Whitcomb & Hess Inc
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OH | 0.4 |
|
Power Wealth Management LLC
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GA | 0.4 |
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Arcadia Wealth Management LLC
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NH | 0.4 |
|
The Hackett Group LLC
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LA | 0.4 |
|
Capital Investment Advisors Inc
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|
DC | 0.4 |
|
Cascade Investment Group Inc
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|
CO | 0.4 |
|
CornerStone Planning LLC
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|
NC | 0.4 |
|
Yeomans Consulting Group Inc
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|
GA | 0.4 |
|
Harlow Wealth Management Inc
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|
WA | 0.4 |