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PAX FINANCIAL GROUP
PAX FINANCIAL GROUP, LLC
CRD 284164 · SEC 801-107918
270 NORTH LOOP 1604 EAST, SUITE 200, SAN ANTONIO, TX, 78232, United States
Phone
210-881-5700
Fax
210-881-5698
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$747.1M
Discretionary AUM
$747.1M
Team
22 total employees; 11 advisory reps; 16 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; A PERCENTAGE OF ASSETS UNDER PONTERA ADVISORY
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsPODCASTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1176 | $351.2M |
| High net worth individuals | 174 | $395.9M |
States served
AL, AZ, CA, CO, IL, LA, MI, NC, SC, VA, MO, TX, FL
All web addresses on file
- HTTPS://player.fm/series/2989639
- HTTPS://instagram.com/darryl.lyons7/
- HTTPS://wealthtender.com/advisory-firms/pax-financial-group/
- HTTPS://www.facebook.com/profile.php?id=100094037168282
- HTTPS://open.spotify.com/show/0oOFux5CS0ewjnhFV6OjH3?si
- HTTPS://sites.libsyn.com/543632/site
- HTTPS://podcasts.apple.com/us/podcast/the-dark-side-of-finance/id1764932129
- HTTPS://X.COM/PAXFINANCIALGRP?LANG=EN
- HTTPS://WWW.LINKEDIN.COM/IN/DARRYLWLYONS/
- HTTPS://WWW.FACEBOOK.COM/PAXFINANCIALGROUP/
- HTTPS://www.linkedin.com/in/crgj551
- HTTPS://www.linkedin.com/in/jon-fitzsimon-653b55120/
- HTTPS://www.Linkdedin.com/Company/pax-fg-llc/mycompany/
- HTTPS://www.linkedin.com/in/greysonhanna/
- HTTPS://music.amzon.com/podcasts
- HTTPS://podcasts.apple.com/us/podcast/retire-in-texas/id1587396816
- HTTPS://open.spotify.com/show/63xQoVZBYgdRhQ9Ztvp8iQ
- HTTPS://retireintexas.libsyn.com
- HTTPS://www.linkedin.com/in/jacobkeithcambell/
- HTTPS://www.linkedin.com/in/cassidy-kusenberger-4092261b6/
- HTTPS://www.linkedin.com/in/ronzunker/
- HTTPS://www.linkedin.com/in/haley-wall-b9b26889/
- HTTPS://www.linkedin.com/in/roger-stukkie/
- HTTPS://www.linkedin.com/in/davidkalvarezcfp/
- HTTPS://www.linkedin.com/in/meghantapia/
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCG6VNK8UIYWLY1QO8MLFWVQ/VIDEOS
- HTTPS://www.iheart.com/podcast/263-retire-in-texas-87931991/
- HTTP://PAXFINANCIALGROUP.COM/
- HTTP://WWW.INSTAGRAM.COM/PAXFINANCIALGRP/
- HTTPS://x.com/PAXFG/status/1883256071608742091
- HTTPS://www.listennotes.com/podcasts/retire-in-texas-darryl-lyons-OVzDvaM-Le/
- HTTPS://open.spotify.com/show/63xQoVZBYgdRhQ9Ztvp8iQ
- HTTPS://podcasts.apple.com/us/podcast/retire-in-texas/id1587396816
- HTTPS://www.youtube.com/@paxfinancialgroupllc4038
- HTTPS://www.linkedin.com/in/laura-simpson-cfp%C2AE-a21bb6104/
- HTTPS://www.linkedin.com/in/advisormonicacervantes/
- HTTPS://www.linkedin.com/in/bryan-wing-cfp%C2%AE-9521a784/
- HTTPS://www.facebook.com/profile.php?id=11957815270082
- HTTP://Facebook.com/profile.php?id=594883063704569
- HTTPS://www.facebook.com/profile.php?id=332323543301839
- HTTPS://instagram.com/davidalvarez.pax
- HTTPS://instagram.com/jacobcampbell.pax
- HTTPS://instagram.com/talkmoneywithmoni
- HTTPS://instagram.com/charlesgarcia.pax
- HTTPS://x.com/darrylwlyonspax
- HTTPS://instagram.com/rogerstukkie.pax
Official SEC filing: View on IAPD