SAROFIM TRUST CO., LTA
C25
CRD 106590·SEC 801-13773·HOUSTON, TX
AUM
$12.96B
$1B+
Est. Revenue
$129.6M
@ 1% on AUM
Est. EBITDA
$38.9M
@ 30% margin
Est. Deal Value
$311.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $538.7M
'21 · $659.7M
'22 · $683.4M
'23 · $726.1M
'25 · $11.99B
'26 · $12.96B
'20'26
$538.7M → $12.96B▲ +2306%
Client mix
| Individuals High Net Worth | 86 |
| Charitable Organizations | 8 |
| Pension Profit Sharing Plans | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 17 advisors
'21 · 17 advisors
'22 · 17 advisors
'23 · 20 advisors
'25 · 21 advisors
'26 · 22 advisors
'20'26
17 advisors → 22 advisors▲ +29%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.
People (19)
19IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
IAR
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IAR
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