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PRAXIS CAPITAL MANAGEMENT LLC

CHICAGO, IL · CRD 333052 · IAPD ↗ · praxiscm.com · 312-222-4930

$301.4MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — PRAXIS CAPITAL MANAGEMENT LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
December 2025 — PRAXIS CAPITAL MANAGEMENT LLC (CHICAGO, IL) is newly SEC-registered with $258.2M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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