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FAYEZ SAROFIM & CO.
Legal name: FAYEZ SAROFIM & CO., LLC
CRD 106584File 801-1725
APPROVED
Retail clients
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$35.07B
Top 10% of cohort (national)
Discretionary AUM
$34.87B
Non-discretionary $198.8M
Clients
2,997
2,997 accounts
Employees
54
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 16, 1958
- Principal office
- 845 TEXAS AVENUE, SUITE 2000, HOUSTON, TX, 77002
- Phone
- 713-654-4484
- Website
- HTTP://WWW.SAROFIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.07B
- Discretionary AUM
- $34.87B
- Non-discretionary AUM
- $198.8M
- Discretionary accounts
- 2,977
- Non-discretionary accounts
- 20
- Total accounts
- 2,997
- AUM per client
- $11.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 129 | $9.01B |
| Insurance companies | 1 | $149.1M |
| Investment companies | 5 | $3.30B |
| Charitable organizations | 109 | $5.65B |
| High net worth individuals | 274 | $14.14B |
| Pooled investment vehicles | 2 | $684.6M |
| Pension and profit sharing plans | 10 | $345.3M |
| State or municipal government entities | 2 | $79.3M |
| Individuals (other than high net worth individuals) | 2,465 | $1.72B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.