Pax Financial Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 284164
- SEC number
- 801-107918
- Firm type
- RIA
- Assets under management
- $747.1M as of Jun 25, 2026
- Website
- player.fm/series/2989639 ↗
- Phone
- 210-881-5700
- Address
- 270 North Loop 1604 East, San Antonio, TX, 78232
Advisors at this firm
16 in our index · page 1 of 1
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David K AlvarezCRD 4957825 · San Antonio, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Janise Margot BrooksCRD 5474335 · San Antonio, TXIA RegisteredRegistration inactive
-
Jacob Keith CampbellCRD 7529084 · San Antonio, TXIA Registered
-
Monica S. CervantesCRD 6430281 · San Antonio, TXIA Registered
-
Jonathon Michael FitzsimonCRD 6813072 · San Antonio, TXIA Registered
-
Charles Rienaldo GarciaCRD 3017415 · San Antonio, TXIA RegisteredRegistration inactive
-
Sandra Elodia JustinCRD 7029338 · San Antonio, TXIA Registered
-
Darryl Walter LyonsCRD 4119073 · San Antonio, TXIA RegisteredRegistration inactive
-
Daniel Stephen RellerCRD 7468093 · San Antonio, TXIA RegisteredRegistration inactive
-
Laura Leigh SimpsonCRD 5236307 · Asheville, NCIA RegisteredRegistration inactive
-
Roger Glen StukkieCRD 5630268 · San Antonio, TXIA RegisteredRegistration inactive
-
Meghan Marie TapiaCRD 6035869 · San Antonio, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Jennifer Haley WallCRD 5741970 · San Antonio, TXIA RegisteredRegistration inactive
-
Bryan Anthony WingCRD 5170305 · San Antonio, TXIA RegisteredRegistration inactive
-
Joshua Erastus YoungCRD 7134753 · San Antonio, TXIA Registered
-
Ronald Paul ZunkerCRD 7006977 · San Antonio, TXIA RegisteredRegistration inactive
1–16 of 16
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 284164 ↗
FINRA BrokerCheck record for firm CRD 284164 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.