Patrick William Hogan

Employer firm

Saxony Capital Management, LLC CRD 122692

$368M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1985 → Present
  Patrick Financial Corporation
  Hamilton, OH
• 03/2009 → Present
  Saxony Securities Inc
  St Louis, MO

Previous Registrations

• 2013-02-11 → 2024-12-31
  Saxony Capital Management, Llc
  Hamilton, OH
  Saint Louis, MO
• 2006-10-18 → 2013-05-01
  Patrick Money Management Co.
  Hamilton, OH
  Hamilton, OH

Other Businesses

1.) PATRICK FINANCIAL, DBA FOR INVESTMENT RELATED ACTIVITY. 2.) PATRICK FINANCIAL CORP, INVESTMENT RELATED, 1502 UNIVERSITY BLVD, HAMILTON, OH 45011, FIXED ANNUITY SALES & SERVICING;TAX PREP SERVICE AND CONSULTING; MANAGER, STARTED ON 04/14/2009; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS, DUTIES INCLUDE CONSULTING AND SERVICING CLIENTS.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-23
• S63 Uniform Securities Agent State Law Examination
  1996-10-15