FAYEZ SAROFIM & CO., LLC
Legal name: FAYEZ SAROFIM & CO.
CRD #106584 SEC #801-1725 HOUSTON, TX 713-654-4484
SEC Registered
Total AUM
$34.5B
Discretionary
$34.3B
Employees
53
Clients
--
Accounts
2,926
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $34.5B | $34.3B | $210.6M | 53 | 0 |
| Mar 2025 | $35.1B | $34.9B | $199.9M | 53 | 0 |
| Mar 2024 | $31.4B | $31.2B | $234.8M | 52 | 0 |
| Mar 2023 | $29B | $28.7B | $286.9M | 51 | 0 |
| Jul 2022 | $32.9B | $32.5B | $329.2M | 49 | 0 |
| Jun 2022 | $32.9B | $32.5B | $329.2M | 49 | 0 |
| Jun 2022 | $36.6B | $34.9B | $1.7B | 49 | 0 |
| Mar 2022 | $36.6B | $34.9B | $1.7B | 49 | 0 |
| Mar 2021 | $27.6B | $27.1B | $549.5M | 50 | 0 |
| Jul 2020 | $25.5B | $24.6B | $882.7M | 50 | 0 |
| Jun 2020 | $25.5B | $24.6B | $882.7M | 50 | 0 |
| Mar 2020 | $25.5B | $24.6B | $882.7M | 50 | 0 |
| Jul 2019 | $22B | $21.1B | $874.8M | 50 | 0 |
| Mar 2019 | $22B | $21.1B | $874.8M | 50 | 0 |
| Mar 2018 | $26.7B | $24.9B | $1.9B | 50 | 0 |
| Apr 2017 | $23.6B | $21.9B | $1.7B | 51 | 4,300 |
| Mar 2017 | $23.6B | $21.9B | $1.7B | 51 | 4,300 |
| Oct 2016 | $23.3B | $21.5B | $1.8B | 54 | 4,800 |
| Mar 2016 | $23.3B | $21.5B | $1.8B | 54 | 4,800 |
| Mar 2015 | $30.5B | $28.4B | $2B | 56 | 5,700 |
| Mar 2015 | $30.5B | $28.4B | $2B | 56 | 5,700 |
| Mar 2014 | $31.7B | $29.7B | $2B | 58 | 6,100 |
| Oct 2013 | $28.2B | $26.5B | $1.7B | 59 | 6,100 |
| Oct 2013 | $28.2B | $26.5B | $1.7B | 59 | 6,100 |
| Mar 2013 | $28.2B | $26.5B | $1.7B | 59 | 6,100 |
| Oct 2012 | $25.4B | $24B | $1.4B | 51 | 7,400 |
| Mar 2012 | $25.4B | $24B | $1.4B | 51 | 7,400 |
| Aug 2011 | $18.4B | $17.2B | $1.3B | 51 | -- |
| Mar 2011 | $18.4B | $17.2B | $1.3B | 51 | -- |
| Dec 2007 | $29.7B | $21.7B | $8B | 51 | -- |
| Mar 2007 | $29.7B | $21.7B | $8B | 51 | -- |
| Apr 2004 | $36B | $27.4B | $8.5B | 51 | -- |
| Apr 2002 | $43.2B | $34.9B | $8.3B | 51 | -- |
| Oct 2001 | $51.2B | $41.2B | $9.9B | 51 | -- |
DateJun 2025
Total AUM$34.5B
Discretionary$34.3B
Non-Disc.$210.6M
Employees53
Clients0
DateMar 2025
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$199.9M
Employees53
Clients0
DateMar 2024
Total AUM$31.4B
Discretionary$31.2B
Non-Disc.$234.8M
Employees52
Clients0
DateMar 2023
Total AUM$29B
Discretionary$28.7B
Non-Disc.$286.9M
Employees51
Clients0
DateJul 2022
Total AUM$32.9B
Discretionary$32.5B
Non-Disc.$329.2M
Employees49
Clients0
DateJun 2022
Total AUM$32.9B
Discretionary$32.5B
Non-Disc.$329.2M
Employees49
Clients0
DateJun 2022
Total AUM$36.6B
Discretionary$34.9B
Non-Disc.$1.7B
Employees49
Clients0
DateMar 2022
Total AUM$36.6B
Discretionary$34.9B
Non-Disc.$1.7B
Employees49
Clients0
DateMar 2021
Total AUM$27.6B
Discretionary$27.1B
Non-Disc.$549.5M
Employees50
Clients0
DateJul 2020
Total AUM$25.5B
Discretionary$24.6B
Non-Disc.$882.7M
Employees50
Clients0
DateJun 2020
Total AUM$25.5B
Discretionary$24.6B
Non-Disc.$882.7M
Employees50
Clients0
DateMar 2020
Total AUM$25.5B
Discretionary$24.6B
Non-Disc.$882.7M
Employees50
Clients0
DateJul 2019
Total AUM$22B
Discretionary$21.1B
Non-Disc.$874.8M
Employees50
Clients0
DateMar 2019
Total AUM$22B
Discretionary$21.1B
Non-Disc.$874.8M
Employees50
Clients0
DateMar 2018
Total AUM$26.7B
Discretionary$24.9B
Non-Disc.$1.9B
Employees50
Clients0
DateApr 2017
Total AUM$23.6B
Discretionary$21.9B
Non-Disc.$1.7B
Employees51
Clients4,300
DateMar 2017
Total AUM$23.6B
Discretionary$21.9B
Non-Disc.$1.7B
Employees51
Clients4,300
DateOct 2016
Total AUM$23.3B
Discretionary$21.5B
Non-Disc.$1.8B
Employees54
Clients4,800
DateMar 2016
Total AUM$23.3B
Discretionary$21.5B
Non-Disc.$1.8B
Employees54
Clients4,800
DateMar 2015
Total AUM$30.5B
Discretionary$28.4B
Non-Disc.$2B
Employees56
Clients5,700
DateMar 2015
Total AUM$30.5B
Discretionary$28.4B
Non-Disc.$2B
Employees56
Clients5,700
DateMar 2014
Total AUM$31.7B
Discretionary$29.7B
Non-Disc.$2B
Employees58
Clients6,100
DateOct 2013
Total AUM$28.2B
Discretionary$26.5B
Non-Disc.$1.7B
Employees59
Clients6,100
DateOct 2013
Total AUM$28.2B
Discretionary$26.5B
Non-Disc.$1.7B
Employees59
Clients6,100
DateMar 2013
Total AUM$28.2B
Discretionary$26.5B
Non-Disc.$1.7B
Employees59
Clients6,100
DateOct 2012
Total AUM$25.4B
Discretionary$24B
Non-Disc.$1.4B
Employees51
Clients7,400
DateMar 2012
Total AUM$25.4B
Discretionary$24B
Non-Disc.$1.4B
Employees51
Clients7,400
DateAug 2011
Total AUM$18.4B
Discretionary$17.2B
Non-Disc.$1.3B
Employees51
Clients--
DateMar 2011
Total AUM$18.4B
Discretionary$17.2B
Non-Disc.$1.3B
Employees51
Clients--
DateDec 2007
Total AUM$29.7B
Discretionary$21.7B
Non-Disc.$8B
Employees51
Clients--
DateMar 2007
Total AUM$29.7B
Discretionary$21.7B
Non-Disc.$8B
Employees51
Clients--
DateApr 2004
Total AUM$36B
Discretionary$27.4B
Non-Disc.$8.5B
Employees51
Clients--
DateApr 2002
Total AUM$43.2B
Discretionary$34.9B
Non-Disc.$8.3B
Employees51
Clients--
DateOct 2001
Total AUM$51.2B
Discretionary$41.2B
Non-Disc.$9.9B
Employees51
Clients--