This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAXONY CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 29, 2020

First registration

Nov 1, 2020

Dual registered

yes, broker-dealer

Other names

KOREY MICHAEL KNEPPER|Korey Knepper

IAPD individual key

6945209

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Korey Michael Knepper left Cetera Investment Advisers Llc for Saxony Capital Management, Llc (registered 2025-01-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc9ffcd8-67cd-380d-d80f-30e91c0339b0

First observed

Nov 1, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.