PAX Financial Group

RIASEC RegisteredEst. 2016
Total AUM
$747M
Discretionary
$747M
100% of AUM
Avg account
$192K
Accounts
3,900
Employees
22
Advisory reps
20

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

FINTRX

Overview

PAX Financial Group is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2016. The firm is owned privately and identifies as a capital allocator for individual and family clients, combining advisory services with an insurance brokerage practice. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, plus selection of external managers and client education through seminars and workshops. Pricing mixes percentage-of-AUM fees with fixed fees and other fee arrangements. The firm does not report an ESG investing mandate and is not classified as a multi-state adviser on its regulatory filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Cash & Cash Equivalents 7%, Other 3%, State & Local Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Cash & Cash Equivalents7%
  • Other3%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Darryl Lyons

    Darryl Lyons

    CEOCRD 4119073

  • Bryan Wing

    Bryan Wing

    Chief Investment OfficerCRD 5170305

Contacts

3 of 18
  • Christy Clouston

    Christy Clouston

    Executive AssistantCRD 6714158

  • Janise Brooks

    Janise Brooks

    PresidentCRD 5474335

  • Joshua Young

    Joshua Young

    DirectorCRD 7134753

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 119

Active vs passive

$608M in ETFs

Passive

69%

$421M

Active

19%

$187M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$40.3M61,7036.63%
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Location

Primary office

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

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