SAXONY CAPITAL MANAGEMENT, LLC

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

About SAXONY CAPITAL MANAGEMENT, LLC

SAXONY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SAXONY CAPITAL MANAGEMENT, LLC. The firm was established in 10/15/2007. They have over 19 offices throughout the country.

SAXONY CAPITAL MANAGEMENT, LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $239,289,634 assets under management, offering retirement planning & investment advisory services to 1192 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122692
SEC#	801-68385
Assets Managed by Firm	$239,289,634
No. of Clients	1192
No. of Advisors	6

Fee Structure

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

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1192	$239,289,634
Individuals (other than high net worth individuals)	572	$122,912,794
High net worth individuals	87	$115,860,234
Charitable organizations	1	$88,596
Corporations or other businesses	6	$428,010

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