← Directory
SAXONY CAPITAL MANAGEMENT, LLC
Legal name: SAXONY CAPITAL MANAGEMENT LLC.
CRD 122692File 801-68385
APPROVED
Retail clients
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$367.9M
Below cohort median (national)
Discretionary AUM
$351.4M
Non-discretionary $16.4M
Clients
762
1,488 accounts
Employees
6
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 15, 2007
- Principal office
- 11152 S TOWNE SQUARE, SAINT LOUIS, MO, 63123
- Phone
- 314-963-9336
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $367.9M
- Discretionary AUM
- $351.4M
- Non-discretionary AUM
- $16.4M
- Discretionary accounts
- 1,445
- Non-discretionary accounts
- 43
- Total accounts
- 1,488
- AUM per client
- $483K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.1M |
| Charitable organizations | Fewer than 5 | $110K |
| High net worth individuals | 97 | $197.5M |
| Individuals (other than high net worth individuals) | 659 | $168.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.