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SAXON INTERESTS, INC.

Doing business as SAXON FINANCIAL GROUP. SEC Form ADV profile.

Total regulatory AUM
$679,123,679
Discretionary
$532,715,167
Non-discretionary
$146,408,512

Firm details

CRD number
311687
SEC file number
801-120283
Main office
HOUSTON, TX, United States
Employees
19
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.