← Directory
SANDERS MORRIS LLC
CRD 20580File 801-66300
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$576.1M
Above cohort median (national)
Discretionary AUM
$299.5M
Non-discretionary $276.7M
Clients
127
359 accounts
Employees
27
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 30, 2006
- Principal office
- 600 TRAVIS, SUITE 5900, HOUSTON, TX, 77002-3003
- Phone
- 713-224-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $576.1M
- Discretionary AUM
- $299.5M
- Non-discretionary AUM
- $276.7M
- Discretionary accounts
- 334
- Non-discretionary accounts
- 25
- Total accounts
- 359
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $550.6M |
| Individuals (other than high net worth individuals) | 106 | $25.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
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.