Saxony Capital Management, LLC

Overview

Saxony Capital Management, LLC is an independent registered investment adviser that has been SEC-registered since 2007. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Saxony functions as a capital allocator and maintains relationships with broker-dealers and insurance companies alongside its investment-adviser activities. The firm bills through a mix of fee arrangements (percentage of AUM, hourly charges, fixed fees and other structures), and it does not describe itself as an active ESG investor. Saxony deploys third-party managers where needed and combines advisory services with planning and implementation across client types.

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Public Holdings

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Location & Offices