Fayez Sarofim & Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 20, 2026, reports $35.1B in regulatory assets under management, 54 employees, and 2,997 accounts.
Assets Under Management
$35.1B
Employees
54
Offices
--
Total Clients
2,997
Primary office
HOUSTON, TX
TWO HOUSTON CENTER, 2907, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.2% of total clients.
Top client categories% of clientsClients
1
Individuals
82.2%
2,465
2
HNWI
9.1%
274
3
Corporations
4.3%
129
4
Charitable
3.6%
109
5
Pension Plans
0.3%
10
Additional categories (<0.1%)
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$35.1Bas of March 20, 2026
Discretionary99.4%
$34.9B
99% of total RAUM99.4%
Non-discretionary0.6%
$199M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$35.1B
Total Accounts2,997
10Y AUM Change+$11.4B (+48.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees54
Clients per Employee56:1
10Y Employee Change+3 (+5.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.