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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JACLYN, BEASLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
| SAXON, RICHARD, ALLAN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (5)
CA CO FL LA TX
Address
1177 WEST LOOP SSUITE 1825
HOUSTON, TX 77027
United States
Phone: 713-425-5340