# Sarofim Trust Co

> Sarofim Trust Co is an SEC-registered investment advisory firm in Houston, TX, registered since 1978, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 106590
- Filed as: SAROFIM TRUST CO
- Legal name: Sarofim Trust Co., LTA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106590
- AdvisorCensus page: https://advisorcensus.com/firm/sarofim-trust-co-houston-tx-106590

## Quick answers

**How is Sarofim Trust Co compensated?**
On its Form ADV (Item 5.E, October 2026), Sarofim Trust Co reports these compensation arrangements: a percentage of assets under its management.

**Where is Sarofim Trust Co located?**
Sarofim Trust Co's principal office is in Houston, TX, according to its Form ADV.

**Is Sarofim Trust Co registered with the SEC or a state?**
Sarofim Trust Co is an SEC-registered investment advisory firm, registered since 1978. Status as filed: Approved. CRD 106590.

**How much does Sarofim Trust Co manage?**
Sarofim Trust Co reports $12,959,991,253 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have Sarofim Trust Co's assets and staff changed since 2021?**
In the Form ADV data for Sarofim Trust Co: Regulatory assets under management: $683,400,672 in the October 2021 data and $12,959,991,253 in the October 2026 data, up 1796%. Total employees: 23 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sarofim Trust Co serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (86); charitable organizations (8); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Sarofim Trust Co use?**
Sarofim Trust Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and SEI Private Trust Co. as custodians holding 10% or more of its separately managed account assets.

**Does Sarofim Trust Co report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106590

**What changed in Sarofim Trust Co's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- J.P. Morgan Securities LLC
- SEI Private Trust Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $12,959,991,253
- Discretionary: $12,959,991,253
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 86 | $9,323,448,497 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $179,710,833 |
| Charitable organizations | 8 | $3,387,952,769 |
| Corporations or other businesses not listed above | 1 | $68,879,154 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1978 (48 years)
- Employees: 26 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $683,400,672 | 23 | March 25, 2021 |
| October 2022 | $726,127,826 | 26 | July 26, 2022 |
| October 2023 | $811,494,941 | 25 | May 24, 2023 |
| October 2024 | $7,136,147,196 | 28 | March 26, 2024 |
| October 2025 | $11,986,326,976 | 28 | June 11, 2025 |
| October 2026 | $12,959,991,253 | 26 | May 12, 2026 |

Regulatory assets under management: $683,400,672 in the October 2021 data and $12,959,991,253 in the October 2026 data, up 1796%.
Total employees: 23 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 21 to 22.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sarofim Trust Co (CRD 106590): Form ADV filing data as of October 2026.