$576.1M Total AUM
$299.5M Disc. AUM
-- 3Y CAGR
27 Employees
127 ADV. Clients
38 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-1987
- Office Locations
- 3
Office Locations
5950 Sherry Lane Suite 470 Dallas TX
600 Travis Suite 5900 Houston TX
770 Pelham Road Greenville SC
About Sanders Morris LLC
Sanders Morris LLC is a Houston-based RIA with 3 offices. The firm has been operating for 38 years. Managing $576.1M in total assets under management, with 13 advisory representatives. They custody assets with Interactive Brokers and Pershing.
Team overview
67 AVG AGE
$44.3M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
12 yrs AVG TENURE
27 Employees
13 Advisory Reps
12 RIA Reps
38yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ERICK GEORGE REVELLE KUEBLER
Chief Executive Officer, President
- CRD
- #2319437
- Ownership
- 5% but less than 10%
Available
Available
Available
GEORGE LESTER BALL
Chairman, REGISTERED ASSOCIATE
- CRD
- #11332
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 6 owners & executives
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JUAQUIN GABRIEL ARELLANO
Financial Advisor, General Partner
- CRD
- #4921770
Available
Available
Available
D
DONNA HELENA BINION
Stock Broker
- CRD
- #3081152
Available
Available
Available
Showing 2 of 24 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,491,204 | $896,680 |
| Non-Discretionary | $276,651,217 | $11,066,049 |
| Total | $576,142,421 | $1,604,854 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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