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SAROFIM TRUST CO

HOUSTON, TX · CRD 106590 · IAPD ↗ · 713-654-4484

$12.96BRegulatory AUM
22Advisory reps
26Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2025 — SAROFIM TRUST CO reported RAUM up 71% ($7.14B -> $12.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — SAROFIM TRUST CO crossed $1B in regulatory AUM ($811.5M -> $7.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.