RIA Intel›Advisers›Texas›PAX FINANCIAL GROUP, LLC

PAX FINANCIAL GROUP, LLC

Advisory

N·SAN ANTONIO, TX

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM

$747M

1-Year AUM Growth

+21.3%

3-Year CAGR

+9.3%

Employees

11

Assets Under Management

Total AUM$747M

Discretionary AUM$747M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2,479

Team

Total Employees11

Investment Advisers22

Employee Growth (1Y)+10.0%

Filing History

Total Filings on Record46

First FilingMay 26, 2016

Latest FilingFeb 10, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PAX FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.