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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

SAROFIM TRUST CO

SAROFIM TRUST CO., LTA, CRD 106590

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f68c2500-a2b5-6b38-312d-2460a2f11ba0

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 6
On other graphs: 0
Observed: Mar 30, 2012 to May 12, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.28 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $13BItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $13B
Private client RAUM: $9.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $864Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 22
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 96
High net worth clients: 86
Custody, client assets: $9.5B
SEC number: 801-13773
CIK: 230518
CRD: 106590
Filings on the tape: 26
First filed: Mar 30, 2012
Latest filed: May 12, 2026
Organised: Limited Liability Company, TX

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FAYEZ SAROFIM & CO.	Shareholder	E	yes	12/1977	May 12, 2026	May 12, 2026
SAROFIM SGI VOTING TRUST	E	E	yes	05/2022	Jul 26, 2022	Mar 26, 2024
SAROFIM, CHRISTOPHER, BINYON	Trustee	E	yes	05/2022	Mar 30, 2012	Mar 26, 2024
THE SAROFIM GROUP, INC.	Shareholder	E	yes	12/1995	Mar 30, 2012	Mar 26, 2024
WHITE, RAYE, GILLIS	DIRECTOR, EXECUTIVE VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER	Na	yes	12/1977	Mar 30, 2012	Mar 26, 2024
CHRISTENSEN, ALAN, ROBERT	Director	Na	no	03/2022	May 12, 2026	May 12, 2026
COLUCCI, JOHN, (NMN)	CHIEF OPERATING OFFICER	Na	no	09/2022	May 12, 2026	May 12, 2026
CRAIN, CATHERINE, PADDOCK	Director	Na	no	05/2026	May 12, 2026	May 12, 2026
DICK, SAMUEL, EDWARD CODY	DIRECTOR, PRINCIPAL	Na	no	10/2023	May 12, 2026	May 12, 2026
GIBBONS, MICHELE, LEW	GENERAL COUNSEL	Na	no	09/2021	May 12, 2026	May 12, 2026
HANNA, WILLIAM, DAVID	DIRECTOR, VICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER	Na	no	02/2013	May 12, 2026	May 12, 2026
LEE, JR., WILLIAM, GENTRY	CHIEF INVESTMENT OFFICER	Na	no	09/2010	May 12, 2026	May 12, 2026
ROBISON, ALEXANDER, CHASE	CHIEF FINANCIAL OFFICER	Na	no	03/2024	May 12, 2026	May 12, 2026
SAROFIM, CHRISTOPHER, BINYON	Chairman	Na	no	05/2022	May 12, 2026	May 12, 2026
SEARLS, DAVID, T	DIRECTOR, PRESIDENT	Na	no	10/2023	May 12, 2026	May 12, 2026
ALDER, DOUGLAS, KENNETH	VICE PRESIDENT	Na	no	10/2023	Mar 26, 2024	Mar 26, 2024
LAECHELIN, CLINTON, THOMAS	VICE PRESIDENT - FINANCE	Na	no	10/2023	Mar 26, 2024	Mar 26, 2024
REZA, REYNALDO, (NMN)	SENIOR VICE PRESIDENT	Na	no	08/2015	Mar 16, 2016	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FAYEZ SAROFIM & CO., LLC	n/a	Mixed wealth	$35B	Y	yes	n/a
SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC	n/a	Mixed wealth	$2.4B	N	yes	n/a
SAROFIM REALTY ADVISORS LLC	n/a	Other adviser	$1.2B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$13B	$13B	26	22	0	n/a	n/a
2024	Mar 28, 2025	$12B	$12B	28	21	0	n/a	n/a
2023	Mar 26, 2024	$7.1B	$7.1B	28	21	0	n/a	n/a
2022	Mar 30, 2023	$811M	$811M	25	19	0	n/a	n/a
2021	Mar 29, 2022	$828M	$828M	27	21	0	n/a	n/a
2020	Mar 25, 2021	$683M	$683M	23	17	0	n/a	n/a
2019	Mar 23, 2020	$660M	$660M	23	17	0	n/a	n/a
2018	Mar 14, 2019	$539M	$539M	23	17	0	n/a	n/a
2017	Mar 15, 2018	$838M	$838M	24	18	0	n/a	n/a
2016	Mar 16, 2017	$695M	$695M	25	19	n/a	n/a	n/a
2015	Mar 16, 2016	$635M	$635M	24	20	n/a	n/a	n/a
2014	Mar 12, 2015	$519M	$519M	26	21	n/a	n/a	n/a
2013	Mar 26, 2014	$343M	$343M	23	20	n/a	n/a	n/a
2012	Mar 28, 2013	$299M	$294M	22	17	n/a	n/a	n/a
2011	Mar 30, 2012	$270M	$269M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$13B	$12B	6.5%	$811M	151.8%	26	28	0	0

Relationships

Affiliated with (7)

→ FAYEZ SAROFIM & CO.Registered adviserother investment adviser, control, common control
factForm ADV
→ SAROFIM REALTY ADVISORS LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ SAROFIM INTERNATIONAL MANAGEMENT CORegistered adviserother investment adviser, common control
factForm ADV
← FAYEZ SAROFIM & CO.Registered adviserother investment adviser, control, common control
factForm ADV
← SAROFIM REALTY ADVISORS LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← SAROFIM INTERNATIONAL MANAGEMENT CORegistered adviserother investment adviser, common control
factForm ADV
← SAROFIM ADVISORS GROUP INCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (18)

← Hengzhe Joseph LiAdvisorregistration: current employment
Apr 23, 2025 to presentfactForm ADV
← VERNON SCOTT PERRYAdvisorregistration: current employment
Dec 6, 2013 to presentfactForm ADV
← DANIEL PATRICK CONNALLYAdvisorregistration: current employment
Dec 6, 2013 to presentfactForm ADV
← MATTHEW MICHAEL ALTENAUAdvisorregistration: current employment
Jul 31, 2013 to presentfactForm ADV
← DAVID T SEARLSAdvisorregistration: current employment
Sep 18, 2012 to presentfactForm ADV
← NICHOLAS JOSEPH ZDEBLICKAdvisorregistration: current employment
Sep 11, 2012 to presentfactForm ADV
← ANTHONY JOHN GRACELYAdvisorregistration: current employment
Aug 23, 2012 to presentfactForm ADV
← SAMUEL EDWARD CODY DICKAdvisorregistration: current employment
Jun 15, 2010 to presentfactForm ADV
← DOUGLAS KENNETH ALDERAdvisorregistration: current employment
Jun 3, 2010 to presentfactForm ADV
← ALAN ROBERT CHRISTENSENAdvisorregistration: current employment
Jun 2, 2010 to presentfactForm ADV
← CATHERINE PADDOCK CRAINAdvisorregistration: current employment
Apr 15, 2010 to presentfactForm ADV
← CHRISTOPHER BINYON SAROFIMAdvisorregistration: current employment
Apr 15, 2010 to presentfactForm ADV
← REYNALDO (NMN) REZAAdvisorregistration: current employment
Apr 15, 2010 to presentfactForm ADV
← WILLIAM GENTRY LEE, JR.Advisorregistration: current employment
Apr 15, 2010 to presentfactForm ADV
← RAYE GILLIS WHITEAdvisorregistration: current employment
Apr 6, 1994 to presentfactForm ADV
← KENNETH MICHAEL BURKEAdvisorregistration: previous registration
Jun 15, 2010 to Aug 26, 2019factForm ADV
← JEFFREY MICHAEL JACOBEAdvisorregistration: previous registration
Apr 15, 2010 to Jan 5, 2016factForm ADV
← ELIZABETH SCHULZE ROBISONAdvisorregistration: previous registration
Apr 15, 2010 to Jan 17, 2012factForm ADV

Controls (5)

← WHITE, RAYE, GILLISOwnerDIRECTOR, EXECUTIVE VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← SAROFIM, CHRISTOPHER, BINYONOwnerTRUSTEE, ownership code E, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← FAYEZ SAROFIM & CO.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to Mar 26, 2024factForm ADV
← SAROFIM SGI VOTING TRUSTOwnerE, ownership code E, domestic entity
Jul 26, 2022 to Mar 26, 2024factForm ADV
← THE SAROFIM GROUP, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to Mar 26, 2024factForm ADV

Owns (12)

← COLUCCI, JOHN, (NMN)OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2023 to Mar 26, 2024factForm ADV
← SAROFIM, CHRISTOPHER, BINYONOwnerCHAIRMAN, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← REZA, REYNALDO, (NMN)OwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 16, 2016 to Mar 26, 2024factForm ADV
← LEE, JR., WILLIAM, GENTRYOwnerSENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← DICK, SAMUEL, EDWARD CODYOwnerDIRECTOR, PRINCIPAL, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← SEARLS, DAVID, TOwnerDIRECTOR, PRESIDENT, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← ALDER, DOUGLAS, KENNETHOwnerVICE PRESIDENT, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← CHRISTENSEN, ALAN, ROBERTOwnerDIRECTOR, VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← ROBISON, ALEXANDER, CHASEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← HANNA, WILLIAM, DAVIDOwnerDIRECTOR, VICE PRESIDENT AND SECRETARY, ownership code NA, individual
Mar 26, 2014 to Mar 26, 2024factForm ADV
← Gibbons, Michele, LewOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 29, 2022 to Mar 26, 2024factForm ADV
← LAECHELIN, CLINTON, THOMASOwnerVICE PRESIDENT - FINANCE, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Sarofim Trust Co reported RAUM $12.2B, up 71% from $7.1B (2024-03-26 to 2025-03-28)
Form ADVobserved 6 days ago
$5.0B
Occurred
Mar 26, 2024
Regulatory AUM changed
Sarofim Trust Co reported RAUM $7.1B, up 779% from $811.5M (2023-05-24 to 2024-03-26)
Form ADVobserved 6 days ago
$6.3B
Occurred
Mar 26, 2024
Control person left
Edmund Charles Sheedy (Director, Senior Vice President) no longer on Schedule A of Sarofim Trust Co (listed 2023-05-24, absent 2024-03-26)
Form ADVobserved 6 days ago
Occurred
Jul 26, 2022
Control person left
Shalaby Fayez Sarofim (Chairman) no longer on Schedule A of Sarofim Trust Co (listed 2022-03-29, absent 2022-07-26)
Form ADVobserved 6 days ago
Occurred
Jul 26, 2022
Control person left
Scott Daniel Crumrine (Director, Secretary, Vice President And Chief Financial Officer) no longer on Schedule A of Sarofim Trust Co (listed 2022-03-29, absent 2022-07-26)
Form ADVobserved 6 days ago
Occurred
Mar 14, 2019
Regulatory AUM changed
Sarofim Trust Co reported RAUM $538.7M, down 36% from $838.4M (2018-03-15 to 2019-03-14)
Form ADVobserved 6 days ago
$-300M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f68c2500-a2b5-6b38-312d-2460a2f11ba0
First observed: Mar 30, 2012
Last observed: May 12, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAROFIM TRUST CO

SAROFIM TRUST CO., LTA, CRD 106590

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f68c2500-a2b5-6b38-312d-2460a2f11ba0

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FAYEZ SAROFIM & CO.

Shareholder

yes

12/1977

May 12, 2026

SAROFIM SGI VOTING TRUST

yes

05/2022

Jul 26, 2022

Mar 26, 2024

SAROFIM, CHRISTOPHER, BINYON

Trustee

yes

05/2022

Mar 30, 2012

Mar 26, 2024

THE SAROFIM GROUP, INC.

Shareholder

yes

12/1995

Mar 30, 2012

Mar 26, 2024

WHITE, RAYE, GILLIS

DIRECTOR, EXECUTIVE VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER

yes

12/1977

Mar 30, 2012

Mar 26, 2024

CHRISTENSEN, ALAN, ROBERT

Director

03/2022

May 12, 2026

COLUCCI, JOHN, (NMN)

CHIEF OPERATING OFFICER

09/2022

May 12, 2026

CRAIN, CATHERINE, PADDOCK

Director

05/2026

May 12, 2026

DICK, SAMUEL, EDWARD CODY

DIRECTOR, PRINCIPAL

10/2023

May 12, 2026

GIBBONS, MICHELE, LEW

GENERAL COUNSEL

09/2021

May 12, 2026

HANNA, WILLIAM, DAVID

DIRECTOR, VICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER

02/2013

May 12, 2026

LEE, JR., WILLIAM, GENTRY

CHIEF INVESTMENT OFFICER

09/2010

May 12, 2026

ROBISON, ALEXANDER, CHASE

CHIEF FINANCIAL OFFICER

03/2024

May 12, 2026

SAROFIM, CHRISTOPHER, BINYON

Chairman

05/2022

May 12, 2026

SEARLS, DAVID, T

DIRECTOR, PRESIDENT

10/2023

May 12, 2026

ALDER, DOUGLAS, KENNETH

VICE PRESIDENT

10/2023

Mar 26, 2024

LAECHELIN, CLINTON, THOMAS

VICE PRESIDENT - FINANCE

10/2023

Mar 26, 2024

REZA, REYNALDO, (NMN)

SENIOR VICE PRESIDENT

08/2015

Mar 16, 2016

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FAYEZ SAROFIM & CO., LLC

n/a

Mixed wealth

$35B

yes

n/a

SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC

n/a

Mixed wealth

$2.4B

yes

n/a

SAROFIM REALTY ADVISORS LLC

n/a

Other adviser

$1.2B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$13B

n/a

2024

Mar 28, 2025

$12B

n/a

2023

Mar 26, 2024

$7.1B

n/a

2022

Mar 30, 2023

$811M

n/a

2021

Mar 29, 2022

$828M

n/a

2020

Mar 25, 2021

$683M

n/a

2019

Mar 23, 2020

$660M

n/a

2018

Mar 14, 2019

$539M

n/a

2017

Mar 15, 2018

$838M

n/a

2016

Mar 16, 2017

$695M

n/a

2015

Mar 16, 2016

$635M

n/a

2014

Mar 12, 2015

$519M

n/a

2013

Mar 26, 2014

$343M

n/a

2012

Mar 28, 2013

$299M

$294M

n/a

2011

Mar 30, 2012

$270M

$269M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$13B

$12B

6.5%

$811M

151.8%