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SAXON FINANCIAL GROUP

HOUSTON, TX · CRD 311687 · IAPD ↗ · 713-425-5340

$679.1MRegulatory AUM
15Advisory reps
19Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — SAXON FINANCIAL GROUP grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
June 2024 — SAXON FINANCIAL GROUP changed its website from saxonfinancialgroup.com to lovefinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
March 2024 — SAXON FINANCIAL GROUP now reports custody of client assets ($226,147).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — SAXON FINANCIAL GROUP crossed $500M in regulatory AUM ($446.4M -> $535.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.