Sanders Morris LLC 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 31, 2026, reports $576M in regulatory assets under management, 27 employees, 1 office, and 359 accounts.
Assets Under Management
$576M
Employees
27
Offices
1 office
Total Clients
127
Primary office
HOUSTON, TX
600 TRAVIS, SUITE 5900, HOUSTON, TX, United States
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
106
2
HNWI
16.5%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$576Mas of March 31, 2026
Discretionary52.0%
$299M
52% of total RAUM52.0%
Non-discretionary48.0%
$277M
48% of total RAUM48.0%
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$576M
Total Accounts359
10Y AUM Change+$459M (+391.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee5:1
10Y Employee Change+4 (+17.4%)
* 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.