Investment adviser · CRD 106590
SAROFIM TRUST CO
Investment adviser filing (IA)
SAROFIM TRUST CO., LTA
HOUSTON, TX, United States · Form ADV filed May 12, 2026
- Regulatory AUM
- $13B Form ADV · Item 5.F
- Client accounts
- 96 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 86 | $9,323,448,497 | 71.9% |
| Charities | 8 | $3,387,952,769 | 26.1% |
| Retirement plans | 1 | $179,710,833 | 1.4% |
| Corporations & businesses | 1 | $68,879,154 | 0.5% |
Filing source
Form ADV 2105217 · 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 fundsThe 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 · Business portfolio management
Compensation
Percentage of assets
Principal office
845 TEXAS AVENUE, SUITE 2000HOUSTON, TX, 77002, United States
CRD 106590
Filing source
Form ADV 2105217 · 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.