Saxon Financial Group

Overview

Saxon Financial Group is an independent, SEC-registered registered investment adviser that operates as a corporation under individual ownership. The firm serves primarily individual and family clients and bills using a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements. Advisory services listed on filings include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers — the latter signals an active role as a capital allocator to third-party managers. Saxon does not identify itself as an active ESG investor and is not designated as a multi-state or newly formed adviser on its public filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices