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 registered investment adviser organized as an LLC and operating since 2016. The firm focuses on individual and family clients and combines financial planning with portfolio management for individuals and small businesses. It also serves as a capital allocator, selecting third‑party managers on behalf of clients and running educational workshops. The firm provides insurance brokerage services alongside advisory work and charges a mix of percentage‑of‑AUM, fixed, and other fee arrangements. PAX Financial Group 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
3 of 3
Darryl Lyons
CEOCRD 4119073
Bryan Wing
Chief Investment OfficerCRD 5170305
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 17
Christy 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 121Active vs passive
$696M in ETFs
66%
$459M
18%
$237M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $83.6M | 111,568 | 12.00% |
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
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