SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sarofim Trust Co
Houston, TX
Sarofim Trust Co., Lta, CRD 106590
Firm filing updated May 12, 2026 ·
- $13BAssets
- 96Clients
- 22Advisory staff
- 96Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals86
- Charities8
- Pension and profit sharing plans1
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 86 | $9.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $179.7 million |
| Charitable organizations | 8 | $3.4 billion |
| Corporations or other businesses not listed above | 1 | $68.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "TRUST SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "TRUST SERVICES"
Assets and accounts
- Regulatory assets$13.0 billion
- Accounts96
- DiscretionaryAll accounts
People
- Employees26
- Advisory staff22
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Sarofim Trust Co., Lta SEC-registered investment advisor. CRD 106590, SEC file 801-13773.
- Registered with the SEC as an investment advisor (status date on record: April 13, 1978).
Is Sarofim Trust Co a fiduciary?
Short answer: Sarofim Trust Co is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.