Saxon Interests, Inc.
● SEC registered since 2021CRD 311687SEC# 801-120283Houston, TX
Reg. AUM
$679.1M
Employees
19
Accounts
1,859
Location
Houston, TX
Saxon Interests, Inc. assets under management
Saxon Interests, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2021. It reports $679.1 million in regulatory assets under management and employs 19 people.
Saxon Interests, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaclyn Beasley Gilbert Control | Chief Compliance Officer And President | Under 5% | 2021 |
| Richard Allan Saxon Control | Owner | Over 75% | 2021 |
Frequently asked questions
How much does Saxon Interests, Inc. manage?
Saxon Interests, Inc. reports $679.1 million in regulatory assets under management on its Form ADV.
How many employees does Saxon Interests, Inc. have?
Saxon Interests, Inc. reports 19 employees.
Where is Saxon Interests, Inc. located?
Saxon Interests, Inc. is based in Houston, TX and has been SEC-registered since 2021.
Does Saxon Interests, Inc. disclose fund performance?
Saxon Interests, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1177 West Loop S, Suite 1825, Houston, TX 77027 |
| Phone | 713-425-5340 |
| Fax | 713-425-5341 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1905867 |
| Discloses disciplinary history | No |
Regulatory AUM
$679.1M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$679.1Mregulatory AUM
Discretionary $532.7MNon-discretionary $146.4M