Saxony Capital Management, LLC

Saxony Capital Management, LLC (CRD# 122692) is a financial advisory firm headquartered in Saint Louis, MO. They manage $163,089,052 in 540 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $302,017
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, HI, IL, LA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TX

Financial Advisors at Saxony Capital Management, LLC
Showing 21 - 30 of 31 top financial advisors.
21
Michael E. Sabelli
CRD#: 2182557
11152 S Towne Square, Saint Louis, MO 63123

Michael Sabelli (CRD# 2182557) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 28 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.

22
Stephen P. Schmitt
CRD#: 5928024
11152 S Towne Square, Saint Louis, MO 63123

Stephen Schmitt (CRD# 5928024) 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.

23
Daniel S. Schmitz
CRD#: 6163617
1502 University Blvd., Hamilton, OH 45011

Daniel Schmitz (CRD# 6163617) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Hamilton, OH and has over 10 years of experience in the finance industry.

24
Gary L. Shumate
CRD#: 4520199
Downingtown, PA

Gary Shumate (CRD# 4520199) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Downingtown, PA and has over 19 years of experience in the finance industry.

25
Daniel E. Tabash
CRD#: 2267259
11152 S Towne Square, Saint Louis, MO 63123

Daniel Tabash (CRD# 2267259) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.

26
Mark S. Thompson
CRD#: 2975026
11152 S Towne Square, Saint Louis, MO 63123

Mark Thompson (CRD# 2975026) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.

27
Virginia F. Thompson
CRD#: 1834046
11152 S Towne Square, Saint Louis, MO 63123

Virginia Thompson (CRD# 1834046) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.

28
Richard E. Ackerman
CRD#: 4268517
425 S. Woodsmill Road, Suite 290, Chesterfield, MO 63017

Richard Ackerman (CRD# 4268517) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Chesterfield, MO and has over 10 years of experience in the finance industry.

29
Timothy B. McMullen
CRD#: 7064867
11152 S Towne Square, Saint Louis, MO 63123

Timothy McMullen (CRD# 7064867) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.

30
Nathaniel T. Phillips
CRD#: 7233794
11152 S Towne Square, Saint Louis, MO 63123

Nathaniel Phillips (CRD# 7233794) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.

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