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FIRM PROFILE

FAYEZ SAROFIM & CO., LLC

CRD 106584 · Source month: August 2026

Reported business facts

CRD number
106584Reported in SEC monthly data
Legal name
FAYEZ SAROFIM & CO., LLCReported in SEC monthly data
Regulatory assets under management
$35,071,316,236.00Reported in SEC monthly data
Employees
54Reported in SEC monthly data
Employees performing advisory functions
22Reported in SEC monthly data
Individual clients (other than high net worth)
2,465Reported in SEC monthly data
High net worth individual clients
274Reported in SEC monthly data
Banking or thrift institution clients
Not reportedObserved missing state
Investment company clients
5Reported in SEC monthly data
Business development company clients
Not reportedObserved missing state
Other pooled investment vehicle clients
2Reported in SEC monthly data
Pension and profit-sharing plan clients
10Reported in SEC monthly data
Charitable organization clients
109Reported in SEC monthly data
State or municipal government clients
2Reported in SEC monthly data
Other investment adviser clients
Not reportedObserved missing state
Insurance company clients
1Reported in SEC monthly data
Sovereign wealth fund or foreign official clients
Not reportedObserved missing state
Corporation or other business clients
129Reported in SEC monthly data
Other clients
Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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