SAINT LOUIS, MOCRD 122692Latest ADV February 26, 2026
Saxony Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated February 26, 2026, reports $368M in regulatory assets under management, 6 employees, 19 offices, and 1,488 accounts.
Assets Under Management
$368M
Employees
6
Offices
19 offices
Total Clients
762
Primary office
SAINT LOUIS, MO
11152 S TOWNE SQUARE, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.5% of total clients.
Top client categories% of clientsClients
1
Individuals
86.5%
659
2
HNWI
12.7%
97
3
Corporations
0.7%
5
4
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$368Mas of February 26, 2026
Discretionary95.5%
$351M
96% of total RAUM95.5%
Non-discretionary4.5%
$16M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$368M
Total Accounts1,488
10Y AUM Change+$103M (+39.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee127:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.