Saxon Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 11, 2026, reports $679M in regulatory assets under management, 19 employees, and 1,859 accounts.
Assets Under Management
$679M
Employees
19
Offices
--
Total Clients
509
Primary office
HOUSTON, TX
1177 WEST LOOP S, SUITE 1825, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
314
2
HNWI
38.3%
195
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$679Mas of March 11, 2026
Discretionary78.4%
$533M
78% of total RAUM78.4%
Non-discretionary21.6%
$146M
22% of total RAUM21.6%
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.
Total AUM$679M
Total Accounts1,859
10Y AUM Change+$679M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee27:1
10Y Employee Change+6 (+46.2%)
* 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.