SAN ANTONIO, TXCRD 284164Latest ADV March 31, 2026
Pax Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 31, 2026, reports $747M in regulatory assets under management, 22 employees, 2 offices, and 3,900 accounts.
Assets Under Management
$747M
Employees
22
Offices
2 offices
Total Clients
1,350
Primary office
SAN ANTONIO, TX
270 NORTH LOOP 1604 EAST, SUITE 200, SAN ANTONIO, TX, United States
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
1,176
2
HNWI
12.9%
174
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$747Mas of March 31, 2026
Discretionary100.0%
$747M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$747M
Total Accounts3,900
10Y AUM Change+$570M (+322.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee61:1
10Y Employee Change+5 (+29.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.