Brent
Derossett

Saxony Capital Management, LLC

CRD#6602749
Investment Advisor
in Branson, MO

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About this Advisor

Brent Derossett is a financial advisor based in Branson, Missouri, working with Saxony Capital Management, LLC. Brent has previously held positions at Advocate Cpa & Advisors, LLC, Saxony Capital Management, Ohio National Financial Services, The On Equity Sales Company, and Saxony Securities, Inc. Brent has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Missouri. Currently, Brent is part of Saxony Capital Management, LLC, which operates out of Branson, Missouri. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

800 State Hwy 248 Ste 4F
Branson, MO 65616

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Saxony Capital Management, LLC Brokerage Details

Total Assets Under Management

$239,289,634

MO Average: $11,469,110,461
Total Number of Employees

6

MO Average: 458
Total Number of Accounts

1,192

MO Average: 33,415
Average Account Size

$200,746

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brent Derossett Work History

2024 - Present (0 year)

Saxony Securities, Inc

2024 - Present (0 year)

Saxony Capital Management

2013 - Present (11 years)

Advocate Cpa & Advisors, LLC

2020 - 2023 (3 years)

The On Equity Sales Company

2019 - 2023 (4 years)

Ohio National Financial Services

2016 - 2019 (3 years)

Saxony Capital Management

Disclosures

Please visit the SEC profile of Brent Derossett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Saxony Capital Management, LLC

Marguerite Sansone
Saint Louis, MO
Jonathan Ewanio
Saint Louis, MO
Brent Derossett
Branson, MO
Jarad Mitchell
Saint Louis, MO
Gary Shumate
Downingtown, PA
Daniel Schmitz
Hamilton, OH
Zachary Taylor
Newport Beach, CA
Mark Aigner
Suttons Bay, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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