# SAXON INTERESTS, INC.

SAXON INTERESTS, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 311687
- Type: SEC-registered investment adviser
- SEC file number: 801-120283
- Location: 1177 WEST LOOP S, SUITE 1825, HOUSTON, TX, 77027
- Phone: 713-425-5340
- Latest filing: 2026-03-11
- Regulatory AUM: $679.1M
- Discretionary AUM: $532.7M
- Non-discretionary AUM: $146.4M
- Clients: 19
- Accounts: 1,859

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jaclyn Beasley Gilbert | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| Richard Allan Saxon | OWNER; PRESIDENT | — |
| GILBERT JACLYN BEASLEY | CHIEF COMPLIANCE OFFICER | — |
| SAXON RICHARD ALLAN | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311687/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311687/similar
- Related entities: https://search.stillhousedata.com/firm/311687/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311687

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.