PAX FINANCIAL GROUP, LLC
Legal name: PAX FINANCIAL GROUP
CRD #284164 SEC #801-107918 SAN ANTONIO, TX 210-881-5700
SEC Registered
Total AUM
$728.5M
Discretionary
$728.5M
Employees
24
Clients
51
Accounts
4,249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $728.5M | $728.5M | $0 | 24 | 15 |
| Aug 2025 | $728.5M | $728.5M | $0 | 24 | 15 |
| Jul 2025 | $728.5M | $728.5M | $0 | 24 | 15 |
| Mar 2025 | $728.5M | $728.5M | $0 | 24 | 15 |
| Feb 2025 | $600.1M | $600.1M | $0 | 24 | 13 |
| Nov 2024 | $600.1M | $600.1M | $0 | 24 | 13 |
| Nov 2024 | $600.1M | $600.1M | $0 | 24 | 13 |
| Aug 2024 | $600.1M | $600.1M | $0 | 24 | 13 |
| Jun 2024 | $600.1M | $600.1M | $0 | 24 | 13 |
| Mar 2024 | $600.1M | $600.1M | $0 | 24 | 13 |
| Jan 2024 | $494.8M | $494.8M | $0 | 22 | 14 |
| Nov 2023 | $494.8M | $494.8M | $0 | 22 | 14 |
| Nov 2023 | $494.8M | $494.8M | $0 | 22 | 14 |
| Nov 2023 | $494.8M | $494.8M | $0 | 22 | 14 |
| Jul 2023 | $494.8M | $494.8M | $0 | 22 | 14 |
| Apr 2023 | $494.8M | $494.8M | $0 | 22 | 14 |
| Mar 2023 | $494.8M | $494.8M | $0 | 22 | 14 |
| Mar 2023 | $494.8M | $494.8M | $0 | 22 | 14 |
| Nov 2022 | $554.6M | $554.6M | $0 | 21 | 21 |
| Jul 2022 | $554.6M | $554.6M | $0 | 21 | 21 |
| Mar 2022 | $554.6M | $554.6M | $0 | 21 | 21 |
| Feb 2022 | $554.6M | $554.6M | $0 | 21 | 21 |
| Jul 2021 | $444.5M | $444.5M | $0 | 20 | 53 |
| Jun 2021 | $444.5M | $444.5M | $0 | 20 | 53 |
| Jun 2021 | $444.5M | $444.5M | $0 | 20 | 53 |
| Apr 2021 | $444.5M | $444.5M | $0 | 20 | 53 |
| Feb 2021 | $444.5M | $444.5M | $0 | 20 | 53 |
| Dec 2020 | $305.7M | $305.7M | $0 | 23 | 13 |
| Nov 2020 | $305.7M | $305.7M | $0 | 23 | 13 |
| Jun 2020 | $305.7M | $305.7M | $0 | 23 | 13 |
| Jun 2020 | $305.7M | $305.7M | $0 | 23 | 13 |
| Mar 2020 | $305.7M | $305.7M | $0 | 23 | 13 |
| May 2019 | $297M | $297M | $0 | 21 | 2 |
| May 2019 | $283.7M | $283.7M | $0 | 21 | 2 |
| Mar 2019 | $283.7M | $283.7M | $0 | 21 | 2 |
| Oct 2018 | $278.3M | $278.3M | $0 | 19 | 2 |
| Mar 2018 | $262.3M | $262.3M | $0 | 19 | 0 |
| Dec 2017 | $255M | $255M | $0 | 18 | 2,536 |
| Jul 2017 | $230M | $230M | $0 | 17 | 900 |
| Mar 2017 | $177M | $177M | $0 | 17 | 700 |
| Oct 2016 | $120M | $120M | $0 | 17 | 0 |
| Sep 2016 | $0 | $0 | $0 | 17 | 0 |
| Sep 2016 | $0 | $0 | $0 | 17 | 0 |
| Jul 2016 | $0 | $0 | $0 | 17 | 0 |
| Jul 2016 | $0 | $0 | $0 | 17 | 0 |
| Jun 2016 | $0 | $0 | $0 | 17 | 0 |
| Jun 2016 | $0 | $0 | $0 | 17 | 0 |
| Jun 2016 | $0 | $0 | $0 | 17 | 0 |
| Jun 2016 | $0 | $0 | $0 | 17 | 0 |
| May 2016 | $0 | $0 | $0 | 17 | 0 |
| May 2016 | $0 | $0 | $0 | 17 | 0 |
DateAug 2025
Total AUM$728.5M
Discretionary$728.5M
Non-Disc.$0
Employees24
Clients15
DateAug 2025
Total AUM$728.5M
Discretionary$728.5M
Non-Disc.$0
Employees24
Clients15
DateJul 2025
Total AUM$728.5M
Discretionary$728.5M
Non-Disc.$0
Employees24
Clients15
DateMar 2025
Total AUM$728.5M
Discretionary$728.5M
Non-Disc.$0
Employees24
Clients15
DateFeb 2025
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees24
Clients13
DateNov 2024
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees24
Clients13
DateNov 2024
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees24
Clients13
DateAug 2024
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees24
Clients13
DateJun 2024
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees24
Clients13
DateMar 2024
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees24
Clients13
DateJan 2024
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateNov 2023
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateNov 2023
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateNov 2023
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateJul 2023
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateApr 2023
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateMar 2023
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateMar 2023
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees22
Clients14
DateNov 2022
Total AUM$554.6M
Discretionary$554.6M
Non-Disc.$0
Employees21
Clients21
DateJul 2022
Total AUM$554.6M
Discretionary$554.6M
Non-Disc.$0
Employees21
Clients21
DateMar 2022
Total AUM$554.6M
Discretionary$554.6M
Non-Disc.$0
Employees21
Clients21
DateFeb 2022
Total AUM$554.6M
Discretionary$554.6M
Non-Disc.$0
Employees21
Clients21
DateJul 2021
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees20
Clients53
DateJun 2021
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees20
Clients53
DateJun 2021
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees20
Clients53
DateApr 2021
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees20
Clients53
DateFeb 2021
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees20
Clients53
DateDec 2020
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees23
Clients13
DateNov 2020
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees23
Clients13
DateJun 2020
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees23
Clients13
DateJun 2020
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees23
Clients13
DateMar 2020
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees23
Clients13
DateMay 2019
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees21
Clients2
DateMay 2019
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees21
Clients2
DateMar 2019
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees21
Clients2
DateOct 2018
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees19
Clients2
DateMar 2018
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees19
Clients0
DateDec 2017
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees18
Clients2,536
DateJul 2017
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees17
Clients900
DateMar 2017
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees17
Clients700
DateOct 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees17
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0