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).
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Total Assets Under Management163MILLION
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Total Number of Accounts540ACCOUNTS
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Average Account Value$302,017
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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)
CA, CO, CT, FL, HI, IL, LA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.