{"url":"https://nivawealth.com/firms/fayez-sarofim-and-co-106584","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106584","regulatoryAum":35071316236,"crd":"106584","secFileNumber":"801-1725","legalName":"Fayez Sarofim & Co., LLC","displayName":"Fayez Sarofim & Co.","website":"http://www.sarofim.com","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/106584/a0498af12ba9286a-r1.webp","tone":"light","width":1354,"height":200,"sourceUrl":"https://sarofim.com/","sourceLabel":"Fayez Sarofim & Co., website"},"linkedinUrl":"http://www.linkedin.com/company/fayez-sarofim-&-co.","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"845 Texas Avenue, Suite 2000","city":"Houston","state":"TX","stateName":"Texas","country":"United States","postalCode":"77002"},"tradeNames":["Fayez Sarofim & Co."],"registration":{"secApproved":"16 July 1958","noticeFilings":53,"latestNoticeFiling":"27 March 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They include 2,465 other individual clients, 274 high-net-worth individuals, and 129 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fayez Sarofim & Co. offer?","answer":"Fayez Sarofim & Co. provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Fayez Sarofim & Co. use?","answer":"Fayez Sarofim & Co.’s separately managed account assets are held at Fidelity Distributors Company LLC (Boston, MA), with $5,872,708,331. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fayez Sarofim & Co. have?","answer":"Fayez Sarofim & Co. has 18 investment adviser representatives registered with state securities authorities, out of 54 employees, and 22 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fayez Sarofim & Co. invest in?","answer":"At the end of its last fiscal year, Fayez Sarofim & Co.’s separately managed accounts held 92% exchange-traded equities, 3% investment grade corporate bonds, 3% other and 2% cash and equivalents. The 3% other category is described as: Real Estate, Private Equity.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fayez Sarofim & Co.?","answer":"Fayez Sarofim & Co. is owned through a chain of holding companies by Christopher Sarofim. Its direct owner is the Sarofim Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fayez Sarofim & Co. get paid?","answer":"Fayez Sarofim & Co. is paid through a percentage of assets under management. 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