RIA Intel›Advisers›Missouri›SAXONY CAPITAL MANAGEMENT LLC.

SAXONY CAPITAL MANAGEMENT LLC.

Advisory

N·SAINT LOUIS, MO

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$368M

1-Year AUM Growth

+46.7%

3-Year CAGR

-8.7%

Employees

0

Assets Under Management

Total AUM$368M

Discretionary AUM$351M

Non-Discretionary AUM$16M

Discretionary %95.5%

Total Clients762

Team

Total Employees0

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record142

First FilingSep 12, 2007

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 142 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SAXONY CAPITAL MANAGEMENT LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.