Sylvest Advisors, LLC
● SEC registered since 2018CRD 165130SEC# 801-113128Dallas, TX
Reg. AUM
$425.7M
Employees
8
Accounts
1,214
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 $425.7 million in regulatory assets under management and employs 8 people.
Sylvest Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Judd Lagrange | Wealth Advisor | 5-10% | 2023 |
| Paul Joseph Nolte | Senior Wealth Advisor | 10-25% | 2023 |
| Susan Ann Sylvest Control | Partner, Chief Investment Officer | 25-50% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Sylvest Advisors, LLC manage?
Sylvest Advisors, LLC reports $425.7 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
| Address | 13760 Noel Road, Suite 300, Dallas, TX 75240 |
| Phone | (214) 373-8362 |
| Fax | (972) 707-0992 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$425.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$425.7Mregulatory AUM
Discretionary $425.7MNon-discretionary $21K