Wealth Manager
    SEC Registered

    Fayez Sarofim & Co.

    Registered investment advisor · Houston, Texas · CRD #106584

    Assets Under Management
    $35.1B
    Client Accounts
    2,997
    Employees
    54
    CRD Number
    106584
    Registration
    SEC Registered
    Custodian
    Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fayez Sarofim & Co.

    Fayez Sarofim & Co. is an independent, employee-owned investment management firm based in Houston, Texas. Founded in 1958 by Fayez Sarofim, the firm specializes in long-term equity strategies for institutional and high-net-worth clients. With around 115 full-time employees, including 22 investment professionals, the firm manages approximately $25-38 billion in assets, focusing on large-capitalization equities and fixed income portfolios. The firm offers investment counseling and advisory servic

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Fayez Sarofim & Co.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Fayez Sarofim & Co.'s AUM?

    Fayez Sarofim & Co. reports approximately $35.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fayez Sarofim & Co. headquartered?

    Fayez Sarofim & Co. is headquartered in Houston, Texas.

    What is Fayez Sarofim & Co.'s CRD number?

    Fayez Sarofim & Co.'s CRD number is 106584. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fayez Sarofim & Co. manage?

    Fayez Sarofim & Co. manages approximately 2,997 client accounts according to its latest SEC filing.

    Is Fayez Sarofim & Co. SEC registered?

    Yes, Fayez Sarofim & Co. is registered with the SEC as an investment adviser with an approved registration status.

    Research firms like Fayez Sarofim & Co. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial