Overview
Assets Under Management: $298 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Frequently Asked Questions
SAXONY CAPITAL MANAGEMENT LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122692), SAXONY CAPITAL MANAGEMENT LLC. is subject to fiduciary duty under federal law.
SAXONY CAPITAL MANAGEMENT LLC. is headquartered in SAINT LOUIS, MO.
SAXONY CAPITAL MANAGEMENT LLC. serves 42 high-net-worth clients according to their SEC filing dated August 15, 2025. View client details ↓
According to their SEC Form ADV, SAXONY CAPITAL MANAGEMENT LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SAXONY CAPITAL MANAGEMENT LLC. manages $298 million in client assets according to their SEC filing dated August 15, 2025.
According to their SEC Form ADV, SAXONY CAPITAL MANAGEMENT LLC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,307
Discretionary Accounts: 1,280
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 122692
Filing ID: 2009870
Last Filing Date: 2025-08-15 11:59:00
Website: https://saxonysecurities.com