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| Keyboard |
| Sanders Morris LLC
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|---|---|
| CRD # | 20580 |
| SEC # | 801-66300 |
| CIK # | |
| AUM | 576.1 M (2026-03-31) |
| Employees | 28 (46% Investors, 43% Brokers) |
| Phone | 713-224-3100 |
| Address | 600 Travis Houston, TX 77002-3003 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 237.2 |
| (b) Individuals (high net worth individuals) | 411 | 754.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 613 | 991.7 |
| By Discretionary | ||
| Discretionary | 613 | 991.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 613 | 991.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 991.7 | |
| Total | 613 | 991.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EPG Wealth Management LLC
✚
|
GA | 579.1 M |
|
Mattern Wealth Management LLC
✚
|
KS | 579.0 M |
|
Twele Capital Management Inc
✚
|
MN | 578.5 M |
|
Oxler Private Wealth LLC
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|
NY | 578.1 M |
|
Gross & Hartman Investments LLC
✚
|
PA | 576.0 M |
|
Bulletproof Capital LLC
✚
|
IL | 575.8 M |
|
Keidan Financial Consultants LLC
✚
|
OH | 574.9 M |
|
Berkeley Inc
✚
|
ID | 573.9 M |
|
Curtis Advisory Group LLC
✚
|
CA | 573.7 M |
|
FSA Advisors Inc
✚
|
MI | 573.4 M |