Saxony Capital Management, LLC

Saxony Capital Management, LLC (CRD# 122692) is a financial advisory firm headquartered in Saint Louis, MO. They manage $246,899,853 in 687 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    687
    ACCOUNTS
  • Average Account Value
    $359,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, HI, IL, MI, MO, MT, NC, NE, NJ, NY, OH, PA, SC, TX, WI, WY

Financial Advisors at Saxony Capital Management, LLC
Showing 1 - 10 of 51 top financial advisors.
1
Philip L. Hammer
CRD#: 3151284
2645 Executive Park Drive, Suite 109, Weston, FL 33331
98
Wealthminder
score

Philip Hammer (CRD# 3151284) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Weston, FL and has over 10 years of experience in the finance industry.

2
Michael H. Gummelt
CRD#: 2280855
Myrtle Beach, SC
96
Wealthminder
score

Michael Gummelt (CRD# 2280855) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Myrtle Beach, SC and has over 25 years of experience in the finance industry. Michael Gummelt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael E. Sabelli
CRD#: 2182557
7401 Watson Rd, Suite 86, Saint Louis, MO 63119
96
Wealthminder
score

Michael Sabelli (CRD# 2182557) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 22 years of experience in the finance industry. Michael Sabelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Randi R. Allgood
CRD#: 5344227
104 College Ave, Kennett, MO 63857
93
Wealthminder
score

Randi Allgood (CRD# 5344227) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Kennett, MO and has over 10 years of experience in the finance industry.

5
Aaron A. Berman
CRD#: 3086639
7401 Watson Rd, Suite 86, Saint Louis, MO 63119
93
Wealthminder
score

Aaron Berman (CRD# 3086639) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

6
James H. Bullock
CRD#: 5579402
Castle Rock, CO
93
Wealthminder
score

James Bullock (CRD# 5579402) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Castle Rock, CO and has over 9 years of experience in the finance industry.

7
Brian J. Chimileski
CRD#: 4865924
Golden, CO
93
Wealthminder
score

Brian Chimileski (CRD# 4865924) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Golden, CO and has over 13 years of experience in the finance industry.

8
Brian L. Clark
CRD#: 4802438
7401 Watson Rd, Suite 86, Saint Louis, MO 63119
93
Wealthminder
score

Brian Clark (CRD# 4802438) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.

9
Kevin J. Dougherty
CRD#: 5045538
Bloomfield Hills, MI
93
Wealthminder
score

Kevin Dougherty (CRD# 5045538) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Bloomfield Hills, MI and has over 10 years of experience in the finance industry.

10
Shana C. Estes
CRD#: 4904809
7401 Watson Rd, Suite 86, Saint Louis, MO 63119
93
Wealthminder
score

Shana Estes (CRD# 4904809) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.