PAX FINANCIAL GROUP
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 284164
- Registered since
- June 3, 2016
- Website
- paxfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI53%
- Individuals47%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
PAX Financial Group is an independent RIA formed as an LLC and registered with the SEC in 2016. The firm serves individuals and families and combines advisory services with insurance brokerage capabilities. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. PAX operates as a capital allocator, deploying client capital to external managers and fund managers rather than relying solely on in-house proprietary products. The firm reports a fee mix that includes percentage-of-AUM fees as well as fixed and other fee arrangements. PAX does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents7%
- Other3%
- State & Local Bonds1%
Owners & executives
2 of 2DARRYL LYONS
CEOCRD 4119073
BRYAN WING
Chief Investment OfficerCRD 5170305
Contacts
3 of 18CHRISTY CLOUSTON
Executive AssistantCRD 6714158
JANISE BROOKS
PresidentCRD 5474335
Joshua Young
DirectorCRD 7134753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 119Active vs passive
$608M in ETFs
69%
$421M
19%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $40.3M | 61,703 | 6.63% |
Location
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 270 N Loop 1604 E
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
WELA FINANCIAL ADVISORY
RIASAN ANTONIO, TX
ELDRED ROCK PARTNERS, LLC
RIASAN ANTONIO, TX
TLWM FINANCIAL
RIASAN ANTONIO, TX
STRATEGIC FINANCIAL CONCEPTS, LLC
RIASAN ANTONIO, TX
KERCHEVILLE ADVISORS LLC
RIASAN ANTONIO, TX
TEAMWORK FINANCIAL ADVISORS, LLC
RIASAN ANTONIO, TX