Sarofim Fayez & Co

Sarofim Fayez & Co (CRD# 106584) is a financial advisory firm headquartered in Houston, TX. They manage $23,279,119,645 in 4,838 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    23,279
    MILLION
  • Total Number of Accounts
    4,838
    ACCOUNTS
  • Average Account Value
    $4,811,724
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Sarofim Fayez & Co
Showing 1 - 10 of 19 top financial advisors.
1
Catherine P. Crain
CRD#: 1987390
Two Houston Center, Suite 2907, Houston, TX 77010
96
Wealthminder
score

Catherine Crain (CRD# 1987390) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 20 years of experience in the finance industry.

2
Samuel E. Dick
CRD#: 4612694
Two Houston Center, Suite 2907, Houston, TX 77010
96
Wealthminder
score

Samuel Dick (CRD# 4612694) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 14 years of experience in the finance industry.

3
Anthony J. Gracely
CRD#: 4563728
Two Houston Center, Suite 2907, Houston, TX 77010
96
Wealthminder
score

Anthony Gracely (CRD# 4563728) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 13 years of experience in the finance industry.

4
Brian W. Lemasters
CRD#: 3079143
Two Houston Center, Suite 2907, Houston, TX 77010
96
Wealthminder
score

Brian Lemasters (CRD# 3079143) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 19 years of experience in the finance industry.

5
Vernon S. Perry
CRD#: 2633273
Two Houston Center, Suite 2907, Houston, TX 77010
96
Wealthminder
score

Vernon Perry (CRD# 2633273) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 15 years of experience in the finance industry.

6
Christopher B. Sarofim
CRD#: 2790832
Two Houston Center, Suite 2907, Houston, TX 77010
93
Wealthminder
score

Christopher Sarofim (CRD# 2790832) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 20 years of experience in the finance industry.

7
David T. Searls
CRD#: 4635863
Two Houston Center, Suite 2907, Houston, TX 77010
93
Wealthminder
score

David Searls (CRD# 4635863) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 8 years of experience in the finance industry.

8
Ralph B. Thomas
CRD#: 1124381
Two Houston Center, Suite 2907, Houston, TX 77010
93
Wealthminder
score

Ralph Thomas (CRD# 1124381) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has over 26 years of experience in the finance industry.

9
Douglas K. Alder
CRD#: 5404067
Two Houston Center, Suite 2907, Houston, TX 77010
90
Wealthminder
score

Douglas Alder (CRD# 5404067) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has 1 year of experience in the finance industry.

10
Matthew M. Altenau
CRD#: 4016586
Two Houston Center, Suite 2907, Houston, TX 77010
90
Wealthminder
score

Matthew Altenau (CRD# 4016586) is an Investment Advisor Representative working at Sarofim Fayez & Co in Houston, TX and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.