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PAX FINANCIAL GROUP

SAN ANTONIO, TX · CRD 284164 · IAPD ↗ · player.fm · 210-881-5700

$747.1MRegulatory AUM
11Advisory reps
22Employees
16Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
March 2026 — PAX FINANCIAL GROUP changed its website from listennotes.com to player.fm.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
December 2025 — PAX FINANCIAL GROUP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
March 2025 — PAX FINANCIAL GROUP notice-filed in AL, AZ, MI, MO, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — PAX FINANCIAL GROUP crossed $500M in regulatory AUM ($494.8M -> $600.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.