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| Saxon Interests Inc
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|---|---|
| CRD # | 311687 |
| SEC # | 801-120283 |
| CIK # | 0001905867 |
| AUM | $616.5 M (2025-01-29) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 713-425-5340 |
| Address | 1177 West Loop S Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.8 | ||
| Microsoft Corp | 6.1 | ||
| Amazon Com Inc | 5.0 | ||
| Facebook Inc | 3.6 | ||
| Exxon Mobil Corp | 3.6 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Chevron Corp | 3.1 | ||
| Nvidia Corp | 3.0 | ||
| Broadcom Inc | 2.5 | ||
| Wal Mart Stores Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 371 | 95.3 |
| (b) Individuals (high net worth individuals) | 179 | 477.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 37.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,713 | 616.5 |
| By Discretionary | ||
| Discretionary | 1,366 | 495.9 |
| Non-Discretionary | 347 | 120.6 |
| Total | 1,713 | 616.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 616.5 | |
| Total | 1,713 | 616.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905867] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Independent Family Office LLC
✚
|
NY | 0.6 |
|
Hughes Financial Services LLC
✚
|
VA | 0.6 |
|
Oak Grove Capital LLC
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|
0.6 | |
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 0.6 |
|
Bond & Devick Financial Network Inc
✚
|
MN | 0.6 |
|
Fortress Wealth Planning LLC
✚
|
FL | 0.6 |
|
ABS Legacy Partners LLC
✚
|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
✚
|
0.6 | |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 0.6 |