Kimberly Lynn Steinbrenner
Investment adviser representative at Saxony Capital Management, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Saxony Capital Management, LLCJul 2026 to now
- Saxony Securities, IncJul 2026 to now
- Lasalle St Investment AdvisorsFeb 2019 to Jul 2026
- Lasalle St Securities LLCFeb 2019 to Jul 2026
- Steinbrenner Financial GroupDec 2014 to Jul 2026
- Saxony SecuritiesJul 2009 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5690153
- Firm CRD
- 122692