SAXON FINANCIAL GROUP

Legal name: SAXON INTERESTS, INC.

CRD 311687File 801-120283

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$679.1M

Above cohort median (national)

Discretionary AUM

$532.7M

Non-discretionary $146.4M

Clients

509

1,859 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Feb 9, 2021
Principal office: 1177 WEST LOOP S, SUITE 1825, HOUSTON, TX, 77027
Phone: 713-425-5340
Website: https://www.linkedin.com/company/10644737

Assets & accounts

ADV Item 5F

Total regulatory AUM: $679.1M
Discretionary AUM: $532.7M
Non-discretionary AUM: $146.4M
Discretionary accounts: 1,463
Non-discretionary accounts: 396
Total accounts: 1,859
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	195	$578.2M
Pension and profit sharing plans	Fewer than 5	$2.8M
Individuals (other than high net worth individuals)	314	$98.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.