|
⚲
|
| Pax Financial Group LLC
✚
|
|
|---|---|
| CRD # | 284164 |
| SEC # | 801-107918 |
| CIK # | 0001803673 |
| AUM | $747.1 M (2026-06-25) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 210-881-5700 |
| Address | 270 North Loop 1604 East San Antonio, TX 78232 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,176 | 351.2 |
| (b) Individuals (high net worth individuals) | 174 | 395.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,900 | 747.1 |
| By Discretionary | ||
| Discretionary | 3,900 | 747.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,900 | 747.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 747.1 | |
| Total | 3,900 | 747.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803673] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.8 |
|
Sageguard Financial Group LLC
✚
|
TN | 0.8 |
|
Verde Capital Management Inc
✚
|
MI | 0.7 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.7 |
|
Financial Insights Inc
✚
|
WA | 0.7 |
|
John E Sestina and Company
✚
|
OH | 0.7 |
|
Nicholas Wealth LLC
✚
|
GA | 0.7 |
|
CL Wealth Management LLC
✚
|
IL | 0.7 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.7 |
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 0.7 |