SAXON INTERESTS, INC.
Legal name: SAXON FINANCIAL GROUP
CRD #311687 SEC #801-120283 HOUSTON, TX 713-425-5340
SEC Registered
Total AUM
$616.5M
Discretionary
$495.9M
Employees
16
Clients
251
Accounts
1,713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $616.5M | $495.9M | $120.6M | 16 | 0 |
| Sep 2025 | $616.5M | $495.9M | $120.6M | 16 | 0 |
| Jan 2025 | $616.5M | $495.9M | $120.6M | 16 | 0 |
| May 2024 | $535M | $461.7M | $73.3M | 16 | 0 |
| Feb 2024 | $535M | $461.7M | $73.3M | 16 | 0 |
| Nov 2023 | $446.4M | $339.2M | $107.2M | 16 | 0 |
| Aug 2023 | $446.4M | $339.2M | $107.2M | 16 | 0 |
| Jan 2023 | $446.4M | $339.2M | $107.2M | 16 | 0 |
| Sep 2022 | $448.8M | $299.7M | $149.1M | 18 | 0 |
| Mar 2022 | $448.8M | $299.7M | $149.1M | 18 | 0 |
| Oct 2021 | $350M | $237.5M | $112.5M | 14 | 0 |
| Jun 2021 | $350M | $237.5M | $112.5M | 14 | 0 |
| Feb 2021 | $0 | $0 | $0 | 13 | 0 |
| Jan 2021 | $0 | $0 | $0 | 11 | 0 |
DateSep 2025
Total AUM$616.5M
Discretionary$495.9M
Non-Disc.$120.6M
Employees16
Clients0
DateSep 2025
Total AUM$616.5M
Discretionary$495.9M
Non-Disc.$120.6M
Employees16
Clients0
DateJan 2025
Total AUM$616.5M
Discretionary$495.9M
Non-Disc.$120.6M
Employees16
Clients0
DateMay 2024
Total AUM$535M
Discretionary$461.7M
Non-Disc.$73.3M
Employees16
Clients0
DateFeb 2024
Total AUM$535M
Discretionary$461.7M
Non-Disc.$73.3M
Employees16
Clients0
DateNov 2023
Total AUM$446.4M
Discretionary$339.2M
Non-Disc.$107.2M
Employees16
Clients0
DateAug 2023
Total AUM$446.4M
Discretionary$339.2M
Non-Disc.$107.2M
Employees16
Clients0
DateJan 2023
Total AUM$446.4M
Discretionary$339.2M
Non-Disc.$107.2M
Employees16
Clients0
DateSep 2022
Total AUM$448.8M
Discretionary$299.7M
Non-Disc.$149.1M
Employees18
Clients0
DateMar 2022
Total AUM$448.8M
Discretionary$299.7M
Non-Disc.$149.1M
Employees18
Clients0
DateOct 2021
Total AUM$350M
Discretionary$237.5M
Non-Disc.$112.5M
Employees14
Clients0
DateJun 2021
Total AUM$350M
Discretionary$237.5M
Non-Disc.$112.5M
Employees14
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0