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SAXONY CAPITAL MANAGEMENT, LLC

SAXONY CAPITAL MANAGEMENT LLC.

CRD 122692 · SEC 801-68385

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11152 S TOWNE SQUARE, SAINT LOUIS, MO, 63123, United States

Phone

314-963-9336

Fax

314-754-0027

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$367.9M

Discretionary AUM

$351.4M

Team

6 total employees; 0 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals659$168.1M
High net worth individuals97$197.5M
Charitable organizations1$110K
Corporations/business entities5$2.1M

States served

AZ, CA, CO, GA, IL, IN, KY, LA, MA, MI, MN, NE, NJ, NY, NC, OH, OK, OR, PA, SC, MO, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD