AdvisorOS Directory
Claim Profile
DS

David T Searls

SAROFIM TRUST CO·HOUSTON, Texas
Unclaimed Profile
TWO HOUSTON CENTER, HOUSTON, TX 77010-1014CRD# 4635863Firm CRD# 106590
01

About

David T Searls is a registered financial advisor based in HOUSTON, Texas, affiliated with SAROFIM TRUST CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SAROFIM TRUST CO
AUM
$7.1B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at SAROFIM TRUST CO →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4635863
Firm CRD# 106590
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David T Searls offer?
David T Searls specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are David T Searls's credentials?
David T Searls is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David T Searls located?
David T Searls is based in HOUSTON, Texas, working with SAROFIM TRUST CO. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does David T Searls charge for services?
David T Searls's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAROFIM TRUST CO?
SAROFIM TRUST CO has approximately 28 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HOUSTON
Mark Stanley Brooks — NEXT FINANCIAL GROUP, INC.Matthew James Lindholm — CAZ INVESTMENTS L.P.William David Hanna — SAROFIM TRUST COMark Francis Hansen — QUANTLAB CAPITAL MANAGEMENT, LLCSelvaraj Jayaraman — WEALTHCETERA, LLC
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile