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| Keyboard |
| Saxon Securities LLC
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|---|---|
| CRD # | 155168 |
| SEC # | 801-79118 |
| CIK # | |
| AUM | 94.6 M (2026-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-820-5312 |
| Address | 611 Gateway Boulevard San Francisco, CA 94080 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 7 | 13.3 |
| (i) State or municipal government entities | 5 | 15.8 |
| (j) Other investment advisers | 7 | 29.4 |
| (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 | 5 | 36.1 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 94.6 |
| By Discretionary | ||
| Discretionary | 25 | 94.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 94.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 94.6 | |
| Total | 25 | 94.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nosuris Inc
✚
|
NY | 95.0 M |
|
MON Capital Management LLC
✚
|
NY | 95.0 M |
|
Saddock Wealth LLC
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|
TX | 94.3 M |
|
Insight Securities Inc
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|
IL | 94.2 M |
|
Circle N Advisors LLC
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NY | 94.2 M |
|
Luesink Financial Planning LLC
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|
NY | 94.1 M |
|
Target Rock Wealth Management LLC
✚
|
NY | 94.0 M |
|
Henley & Company Wealth Management LLC
✚
|
NY | 93.9 M |
|
Statetrust Capital LLC
✚
|
FL | 93.7 M |
|
Oelschlager Investments LLC
✚
|
OH | 93.3 M |