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Pax Financial Group
Pax Financial Group, led by Kevin B. McKnight, is a San Antonio-based RIA offering fiduciary wealth management and financial planning for HNW families.
Pax Financial Group
Pax Financial Group was founded in the early 2000s, with Kevin B. McKnight and Ray A. Rodriguez leading daily operations. The firm structured itself as an independent RIA, a model that allows direct client relationships without proprietary product pressure. The firm manages assets through a multi-asset approach, using equities, fixed income, and alternatives. Pax incorporates direct indexing and tax-management strategies. Portfolio holdings are not publicly disclosed on a company level. Pax primarily serves clients across Texas and the broader US South. The firm emphasizes financial planning as a complementary service to investment management. No recent operational events beyond routine client reporting have been publicly logged. Pax differs from many wirehouse advisors by operating as a fiduciary under the Investment Advisers Act of 1940. Its ownership structure appears to be independent of any bank or insurance parent. This regulatory posture requires the firm to place client interests ahead of transaction revenue.
General information
Firm type
Wealth Management Firm
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
San Antonio, TX, United States
Principals
Kevin B. McKnight
Chief Executive Officer
Ray A. Rodriguez
President
Sector focus
Frequently asked questions
Does Pax Financial Group act as a fiduciary?
Yes. Pax is registered with the SEC as an RIA, which imposes a fiduciary duty when providing investment advice. This is disclosed in its ADV filings (SEC public record).
What is Pax's investment approach?
The firm uses a multi-asset approach combining equities, fixed income, and alternatives, with an emphasis on tax-efficient strategies like direct indexing (per the firm's official marketing materials).
Who is the target client for Pax?
Pax serves high-net-worth individuals, families, and institutional accounts, focusing on clients in Texas and the broader US South (per firm website).
How does Pax differ from a typical brokerage?
As an RIA, Pax must maintain a fiduciary standard, meaning it cannot prioritize proprietary products or transaction commissions over client interests. This contrasts with broker-dealers operating under a suitability standard (SEC regulations).
Does Pax publicly disclose its AUM?
No. The firm does not publicly publish its assets under management (per SEC ADV filings, which list regulatory assets but may not reflect total discretion).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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