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| Saxon Interests Inc
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|---|---|
| CRD # | 311687 |
| SEC # | 801-120283 |
| CIK # | 0001905867 |
| AUM | 679.1 M (2026-03-11) |
| Employees | 19 (79% 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 | 11.2 | |
| Amazon Com Inc | 6.9 | |
| Microsoft Corp | 6.7 | |
| Nvidia Corp | 6.6 | |
| J P Morgan Chase & Co | 4.6 | |
| Facebook Inc | 4.5 | |
| Broadcom Inc | 3.8 | |
| Wal Mart Stores Inc | 3.1 | |
| Chevron Corp | 2.7 | |
| Quanta Services Inc | 2.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 98.1 |
| (b) Individuals (high net worth individuals) | 195 | 578.2 |
| (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 | 0 | 2.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,859 | 679.1 |
| By Discretionary | ||
| Discretionary | 1,463 | 532.7 |
| Non-Discretionary | 396 | 146.4 |
| Total | 1,859 | 679.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 679.1 | |
| Total | 1,859 | 679.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905867] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
LA | 681.2 M |
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Monument Group Wealth Advisors LLC
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|
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|
Hudson Value Partners LLC
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FL | 678.3 M |
|
Hyposwiss Advisors Sa
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|
678.3 M | |
|
MTM Investment Management LLC
✚
|
SC | 678.1 M |
|
Carderock Capital Management Inc
✚
|
MD | 677.0 M |