Investment adviser · CRD 106584

FAYEZ SAROFIM & CO.

Investment adviser filing (IA)

FAYEZ SAROFIM & CO., LLC

HOUSTON, TX, United States · Form ADV filed May 12, 2026

Regulatory AUM: $35.1B
Client accounts: 2,997
Employees: 54
Advisory professionals: 22

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	274	$14,139,984,967	40.3%
Corporations & businesses	129	$9,011,004,586	25.7%
Charities	109	$5,649,346,876	16.1%
Investment companies	5	$3,296,325,350	9.4%
Individuals	2,465	$1,716,473,688	4.9%
Pooled investment vehicles	2	$684,555,750	2.0%
Retirement plans	10	$345,271,369	1.0%
Insurance companies	1	$149,052,138	0.4%
Government entities	2	$79,301,512	0.2%

Filing source

Form ADV 2105215 · May 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 12, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

845 TEXAS AVENUE, SUITE 2000
HOUSTON, TX, 77002, United States

CRD 106584

Filing source

Form ADV 2105215 · May 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.