Pax Financial Group, LLC
● SEC registered since 2016CRD 284164SEC# 801-107918San Antonio, TX
Reg. AUM
$747.1M
Employees
22
Accounts
3,900
Location
San Antonio, TX
Pax Financial Group, LLC assets under management
Pax Financial Group, LLC is an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2016. It reports $747.1 million in regulatory assets under management and employs 22 people.
Pax Financial Group, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alejandra Rodriguez Bryant | Member | Under 5% | 2025 |
| Bryan Anthony Wing | Member | 5-10% | 2023 |
| Charles Rienaldo Garcia | Member | Under 5% | 2025 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pax Financial Group, LLC manage?
Pax Financial Group, LLC reports $747.1 million in regulatory assets under management on its Form ADV.
How many employees does Pax Financial Group, LLC have?
Pax Financial Group, LLC reports 22 employees.
Where is Pax Financial Group, LLC located?
Pax Financial Group, LLC is based in San Antonio, TX and has been SEC-registered since 2016.
Does Pax Financial Group, LLC disclose fund performance?
Pax Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 270 North Loop 1604 East, Suite 200, San Antonio, TX 78232 |
| Phone | 210-881-5700 |
| Fax | 210-881-5698 |
| Office hours | 8:30 - 4:30 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$747.1M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$747.1Mregulatory AUM
Discretionary $747.1M