Sarofim Trust Co
Houston, TX·SEC-registered · CRD #106590
Sarofim Trust Co is an SEC-registered investment advisory firm in Houston, TX managing $13B across 96 client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
96
Advisory staff
22
Fee model
Fee-only
How Sarofim Trust Co is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sarofim Trust Co
How much does Sarofim Trust Co manage?
Per its most recent SEC Form ADV filing (05/12/2026), Sarofim Trust Co reports $13B in regulatory assets under management across roughly 96 client accounts.
How does Sarofim Trust Co charge?
Sarofim Trust Co is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sarofim Trust Co a fiduciary?
Yes. Sarofim Trust Co is registered with the U.S. Securities and Exchange Commission (CRD #106590), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sarofim Trust Co taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sarofim Trust Co and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sarofim Trust Co's public SEC Form ADV filing (CRD #106590, filed 05/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sarofim Trust Co. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sarofim Trust Co? Claim this profile.