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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-09-2021
- Office Locations
- 1
Office Locations
About Saxon Financial Group
Saxon Financial Group is a Houston-based advisory firm providing comprehensive financial planning and portfolio management, including retirement, estate, and education planning. The team builds and reviews custom diversified portfolios and continuously monitors plans as life and markets change. The firm also highlights specialized guidance for oil & gas professionals and business owners; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD ALLAN SAXON
Owner, Wealth Advisor
- CRD
- #4066889
- Ownership
- 75% or more
JACLYN BEASLEY GILBERT
Chief Compliance Officer, President
- CRD
- #6184288
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Natan Bondin
--
- CRD
- #8216582
DARRELL WAYNE BROOKS
Financial Advisor
- CRD
- #1619165
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $532,715,167 | $364,125 |
| Non-Discretionary | $146,408,512 | $369,718 |
| Total | $679,123,679 | $365,317 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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