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Craig Ari Lieber

Investment adviser representative at Saxony Capital Management, LLC
21 yearsExperience
1 stateRegistered in
$367.9MFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Saxony Capital Management, LLCJan 2006 to now
  2. Saxony Securities, Inc.Jan 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (NY).

Saxony Capital Management, LLC

Legal name: Saxony Capital Management LLC.

$367.9MAssets managed
762Clients
43Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2803003
Firm CRD
122692
Advisor's SEC record (opens in a new tab)
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