|
⚲
|
| Keyboard |
| Sarofim Trust Co LTA
✚
|
|
|---|---|
| CRD # | 106590 |
| SEC # | 801-13773 |
| CIK # | 0000230518 |
| AUM | 12.96 B (2026-05-12) |
| Employees | 26 (85% Investors, 0% Brokers) |
| Phone | 713-654-4484 |
| Address | 845 Texas Avenue Houston, TX 77002 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 86 | 9.3 |
| (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 | 1 | 0.2 |
| (h) Charitable organizations | 8 | 3.4 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 13.0 |
| By Discretionary | ||
| Discretionary | 96 | 13.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 13.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.0 | |
| Total | 96 | 13.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000230518] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| LEI | 5493001VF0ZZTEK1H170 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kestra Private Wealth Services LLC
✚
|
TX | 13.45 B |
|
State Farm Investment Management Corp
✚
|
IL | 12.94 B |
|
Independent Financial Group LLC
✚
|
CA | 12.93 B |
|
Citizens Securities Inc
✚
|
RI | 12.87 B |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 12.84 B |
|
Ariel Investments LLC
✚
|
IL | 12.78 B |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 12.77 B |
|
Westwood Management Corp
✚
|
TX | 12.46 B |
|
Prospera Financial Services Inc
✚
|
TX | 12.44 B |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 12.24 B |