SAXONY CAPITAL MANAGEMENT, LLC

Tel: 314-963-9336 11152 S Towne Square Saint Louis, Missouri 63123

About SAXONY CAPITAL MANAGEMENT, LLC

SAXONY CAPITAL MANAGEMENT, LLC is a Saint Louis, Missouri based financial advisory firm with nearly $239,289,634 in assets under management and provides investment advisory services for 1192 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

122692

Firm SEC#:

801-68385

Assets Under Management:

$239,289,634

No. of Clients:

1192

No. of Advisors:

6

No. of Offices:

18

SEC Registration Status:

Approved since Oct 15, 2007

Website:

saxonycapitalmanagement.com

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER)

Clients by Type

Client TypeClientsAssets Under Management
Individuals (other than high net worth)572$122,912,794
High net worth individuals87$115,860,234
Charitable organizations1$88,596
Corporations or other businesses6$428,010

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