CRD: 122692
Saxony Capital Management, LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2003
- Office Locations
- 25
Office Locations
About Saxony Capital Management, LLC
Saxony Advisors (Saxony Capital Management, LLC) provides retirement-focused financial planning and investment management for families, including education and estate planning. Portfolios emphasize disciplined asset allocation using ETFs and mutual funds, with fixed income and risk management as needed. The firm supports both retail and institutional relationships and runs on Orion/Orion Portfolio Solutions.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES ANDREW DAIRAGHI
SENIOR VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Christopher Zane Dye
COMPLIANCE ASSOCIATE
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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MARK DAVID AIGNER
Owner
- CRD
- #2645924
Aaron James Armstrong
--
- CRD
- #7505612
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,418,619 | $243,196 |
| Non-Discretionary | $16,442,838 | $382,392 |
| Total | $367,861,457 | $247,219 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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