# Pax Financial Group

Pax Financial Group is a Wealth Management Firm based in San Antonio, United States.

## Overview

- **Organization type:** Wealth Management Firm
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Assets under management:** Undisclosed
- **Website:** www.paxfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/darrylwlyons

## Regulatory record

- **CRD number:** 284164
- **SEC file number:** 801-107918
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284164

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- Kevin B. McKnight — Chief Executive Officer
- Ray A. Rodriguez — President

## 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).

## Related profiles

- [WEALTH MODE](https://altss.com/profile/wealth-mode)
- [Greenleaf Financial Network](https://altss.com/profile/greenleaf-financial-network-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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