Pax Financial Group
Pax Financial Group is an SEC-registered mass-market adviser in San Antonio, TX with $747.1M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Pax Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284164, SEC 801-107918, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $747.1M (2026-06-25)
- Firm type
- Mass-Market Adviser
- Location
- San Antonio, TX
- Employees
- 22
- Clients
- 1,350
- CRD
- 284164
- Ownership
- LYONS, DARRYL, WALTER; SCHUETZE, JOSEPH, R.; SADZEWICZ, GERY, JOSEPH; BROOKS, JANISE, MARGOT; IRETA, ALEJANDRO, G
How much AUM does Pax Financial Group have?
Pax Financial Group reported $747.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Pax Financial Group?
Disclosed owners and executives of Pax Financial Group include LYONS, DARRYL, WALTER, SCHUETZE, JOSEPH, R., SADZEWICZ, GERY, JOSEPH, BROOKS, JANISE, MARGOT, IRETA, ALEJANDRO, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.