SAXONY CAPITAL MANAGEMENT, LLC
Total AUM
$367.9M
Employees
6Clients
762Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11152 S TOWNE SQUARE
SAINT LOUIS
MO 63123
United States
SAINT LOUIS
MO 63123
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
314-963-9336
Other Offices
18
Financials
Total AUM
$367.9M
Accounts
1,488Discretionary
$351.4M
Accounts
1,445Non-Discretionary
$16.4M
Accounts
43
Clients
Individual Clients
659AUM
$168.1M
HNW Individual Clients
97AUM
$197.5M
Charitable Organization Clients
1AUM
$110.5K
Corporation or Business Clients
5AUM
$2.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTFLGAILINKYLAMAMIMNMONCNENHNJNYOHOKORPASCTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.