Saxony Capital Management, LLC

Overview

Saxony Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual and family clients as well as institutional mandates and positions itself as a capital allocator — building portfolios directly and selecting outside managers when appropriate. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Compensation arrangements are flexible: percentage-of-AUM fees alongside hourly and fixed-fee engagements. Saxony maintains industry ties beyond pure advisory work, with affiliations that include a broker-dealer relationship, another investment adviser, and an insurance company. The firm does not identify as an active ESG investor in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices