SANDERS MORRIS LLC

CRD 20580 · SEC 801-66300

Visit website

600 TRAVIS, SUITE 5900, HOUSTON, TX, 77002-3003, United States

Phone

713-224-3100

Fax

713-220-5182

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$576.1M

Discretionary AUM

$299.5M

Team

27 total employees; 13 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	106	$25.5M
High net worth individuals	21	$550.6M

States served

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

All web addresses on file

https://www.linkedin.com/company/sandersmorris
https://www.sandersmorris.com/
https://www.facebook.com/SandersMorrisHarris/
https://x.com/SMH_Services

Official SEC filing: View on IAPD