Saxon Financial Group
Saxon Financial Group is an SEC-registered wealth manager in Houston, TX with $679.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Saxon Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311687, SEC 801-120283, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $679.1M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 19
- Clients
- 509
- CRD
- 311687
- Ownership
- GILBERT, JACLYN, BEASLEY; SAXON, RICHARD, ALLAN
How much AUM does Saxon Financial Group have?
Saxon Financial Group reported $679.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Saxon Financial Group?
Disclosed owners and executives of Saxon Financial Group include GILBERT, JACLYN, BEASLEY, SAXON, RICHARD, ALLAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.