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Pax Financial Group
PAX FINANCIAL GROUP is an SEC-registered investment adviser in SAN ANTONIO, TX, registered since 2016. The firm manages approximately $747 million in...
Overview
PAX FINANCIAL GROUP is an SEC-registered investment adviser in SAN ANTONIO, TX, registered since 2016. The firm manages approximately $747 million in regulatory assets. It has 22 employees and 11 investment advisers.
General information
Firm type
Wealth Management Firm
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).
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