SourcingSourcing

PRAXIS INVESTMENT MANAGEMENT, INC.

C23
CRD 105675·SEC 801-36323·GOSHEN, IN
AUM
$3.30B
$1B+
Est. Revenue
$33.0M
@ 1% on AUM
Est. EBITDA
$9.9M
@ 30% margin
Est. Deal Value
$79.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRAXIS INVESTMENT MANAGEMENT, INC.
CRD
105675
SEC file #
801-36323
EIN
356038806
DBA names
—

Economics

AUM
$3.30B
AUM band
$1B+
AUM trajectory
'20'26
$1.28B → $3.30B▲ +158%
Client mix
Investment Companies1

Operations

Employees (total)
14
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
GOSHEN IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/everence-financial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVERENCE HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
EVERENCE HOLDINGS, INC.
Bontrager, Benjamin, Joel
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:praxis.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001056825
Edgar Registered
Yes
Edgar Filing Count
95
Edgar First Filing Date
1999-05-17
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001056825-26-000003
Edgar Former Names
EVERENCE CAPITAL MANAGEMENT INC
MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGEMENT

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.213
Soi Zip Pct 200k Plus
0.0469
Soi Zip Returns 200k Plus
570
Soi Zip Total AGI
1,013,815
Fdic Zip Total Deposits
2,500,000
Fdic Zip Branch Count
5
Fdic Zip Top Banks
Everence Trust Company
MMA Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
PO BOX 483GOSHEN, IN 46527
Business
1110 NORTH MAIN STREETGOSHEN, IN 46528
Edgar EIN
356038806
Edgar Recent Filings
13F-HR2026-04-28 · 0001056825-26-000003
13F-HR2026-02-03 · 0001056825-26-000001
Fdic Zip Branches Raw
MMA Trust CompanyGoshen, IN
Everence Trust CompanyGoshen, IN
Fdic Zip HHI
6,800
Fdic Zip Top Bank Share Pct
80
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,702
Returns3,100
Stub 2
AGI102,917
Returns2,730
Stub 3
AGI135,106
Returns2,200
Soi Zip Total Business Income
31,187
Soi Zip Total Cap Gains
27,016
Soi Zip Total Dividends
12,849
Soi Zip Total Returns
12,160
Trust Company Affiliate
No

People (11)

11
Bontrager, Benjamin, Joel
Executive Officer · 2.5%
8241479
DILLER, RODNEY, D
Executive Officer · 2.5%
3237186
Katherine Joy Glick Miller
Executive Officer · 2.5%
7194183
Heisey, Kristen, Marie
Executive Officer · 2.5%
8061510
HOCHSTETLER, KENNETH, DEAN
Executive Officer · 2.5%
4039345
CHAD MICHAEL HORNING
Executive Officer · 2.5%
4016306
Kubicki, Brian, Michael
Executive Officer · 2.5%
7522352
Lehman, Richard, Matthew
Executive Officer · 2.5%
8061503
Miller, Brian, S
Executive Officer · 2.5%
7715253
Shenk, Aaron, Michael
Executive Officer · 2.5%
7883755
Benjamin Jon Bailey
IAR
7082297