Saxony Capital Management, LLC

Overview

Saxony Capital Management, LLC is an independent, SEC‑registered investment adviser organized as an LLC and operating since 2007. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Compensation structures reported include percentage of AUM, hourly fees, fixed fees and other arrangements. The firm maintains industry connections to a broker‑dealer, an insurance company and other investment advisers, and it lists participation in external manager selection. Saxony does not position itself as an active ESG investor. Its reported activities indicate it works across client types and uses both discretionary and non‑discretionary mandates.

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Location & Offices