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SAXON FINANCIAL GROUP
SAXON INTERESTS, INC.
CRD 311687 · SEC 801-120283
1177 WEST LOOP S, SUITE 1825, HOUSTON, TX, 77027, United States
Phone
713-425-5340
Fax
713-425-5341
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$679.1M
Discretionary AUM
$532.7M
Team
19 total employees; 15 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $98.1M |
| High net worth individuals | 195 | $578.2M |
States served
CA, CO, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD