The company offers various financial and other professional services, including institutional, prime and retail brokerage, principal trading, investment banking, merchant banking, financial advisory, trust related services, investment management, financial planning, and sports representation and management.
In addition, it has a 69% interest in Charlotte Capital, which manages assets for institutional investors in small cap value and small/mid cap value styles, as well as has 50% interest in Select Sports Group that provides sports representation and management services to professional athletes.
Sanders Morris Harris primarily serves institutional, corporate, and individual clients.
The company is headquartered in Houston, Texas.

