SourcingSourcing

PAX FINANCIAL GROUP, LLC

C25
CRD 284164·SEC 801-107918·SAN ANTONIO, TX
AUM
$747.1M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PAX FINANCIAL GROUP, LLC
CRD
284164
SEC file #
801-107918
EIN
208206897
DBA names
Pax Financial Group

Economics

AUM
$747.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$297.0M → $747.1M▲ +152%
Client mix
Individuals Other1,176
Individuals High Net Worth174

Operations

Employees (total)
22
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
7 advisors → 11 advisors▲ +57%
Primary office
SAN ANTONIO TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
player.fm/series/2989639

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LYONS, DARRYL, WALTER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
14
Control Persons
LYONS, DARRYL, WALTER
BROOKS, JANISE, MARGOT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
player.fm
Rdap Domain Creation Date
2011-11-12T23:59:59.0Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Gandi SAS

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001803673
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-02-21
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001104659-26-049342

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
270 N LOOP 1604 ESUITE 200SAN ANTONIO, TX 78232
Business
270 N LOOP 1604 ESUITE 200SAN ANTONIO, TX 78232
Edgar EIN
208206897
Edgar Recent Filings
13F-HR2026-04-27 · 0001104659-26-049342
13F-HR2026-02-05 · 0001104659-26-010754
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-12T23:59:59.0Z
Rdap Domain Last Changed
2025-11-28T09:12:24.0Z
Rdap Nameservers
May.ns.cloudflare.comNorm.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4119073
Trust Company Affiliate
No

People (20)

20
LYONS, DARRYL, WALTER
IAR · Direct Owner · 62.5%
4119073
BROOKS, JANISE, MARGOT
IAR · Direct Owner · 17.5%
5474335
WING, BRYAN, ANTHONY
IAR · Direct Owner · 7.5%
5170305
JUSTIN PAUL ELLIOTT
Direct Owner · 7.5%
5566932
STUKKIE, ROGER, GLEN
IAR · Executive Officer · 2.5%
5630268
WALL, JENNIFER, HALEY
IAR · Executive Officer · 2.5%
5741970
CERVANTES, MONICA, S.
IAR · Executive Officer · 2.5%
6430281
FitzSimon, Jonathon, Michael
IAR · Executive Officer · 2.5%
6813072
SIMPSON, LAURA, LEIGH
IAR · Executive Officer · 2.5%
5236307
GARCIA, CHARLES, RIENALDO
IAR · Executive Officer · 2.5%
3017415
ALVAREZ, DAVID, K
IAR · Executive Officer · 2.5%
4957825
BRYANT, ALEJANDRA, RODRIGUEZ
Executive Officer · 2.5%
6776482
CLOUSTON, CHRISTY, DUKE
Executive Officer · 2.5%
6714158
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
JACOB KEITH CAMPBELL
IAR
7529084
GREYSON DAVIS HANNA
IAR
7449662
MEGHAN MARIE TAPIA
IAR
6035869
RONALD Paul ZUNKER
IAR
7006977
Sandra Elodia Justin
IAR
7029338
Joshua Erastus Young
IAR
7134753