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PAX Financial Group

PAX Financial Group. CRD 284164

PAX Financial Group logo

CRD: 284164

PAX Financial Group

SAN Antonio, TX, 78232
2108815700
paxfinancialgroup.com
$747.1M Total AUM
$747.1M Disc. AUM
8.7% 3Y CAGR
22 Employees
1,366 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
RidgeTimber momentum +more
Established Date
01-01-2016
Office Locations
2

Office Locations

270 North Loop 1604 East Suite 200 SAN Antonio TX
28 Schenck Parkway Building 2B, Suite 200 Asheville NC

About PAX Financial Group

PAX Financial Group is a fiduciary RIA serving families and business owners with values-based (Judeo-Christian) financial planning and portfolio management. The team emphasizes a discovery-led process and a custom financial roadmap, often supporting retirement planning and insurance/life insurance decisions. Known as a Dave Ramsey ELP; custody includes Charles Schwab and they use platforms like Orion and Pontera.

Team overview

39 AVG AGE
$67.9M AVG AUM / ADVISOR
$546.9K AVG AUM / CLIENT
5.3 yrs AVG TENURE
22 Employees
11 Advisory Reps
14 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Alpha Frontier zenith Value insight Ridge Atlas ember Vital crest Radial wave Pioneer Radial Crest meridian Oak ridge

Client Personas

Crest focus Radial

CRM

Alpha timber Value pathway

Custodian

Ridge north Catalyst Catalyst optima Focus signal Focus radial

Investment Themes

Crest Vertex foundation Peak Vital bridge

Investment Vehicles

Element Oak ridge Meridian vector

Platform

Eagle Atlas oak Value

Services

Delta Eagle North timber Signal vertex Horizon Focus Optima glacier Fusion Frontier Insight glacier Beacon

Technology

Peak pathway North Crest pioneer

Owner & Executives

DARRYL WALTER LYONS II

DARRYL WALTER LYONS II

Chief Executive Officer, Investment Advisor, Managing Member

CRD
#4119073
Ownership
50% but less than 75%
(830) 898-3464
frontier.wave@wavecapital.com
in linkedin.com/in/capital-fusion
JANISE MARGOT BROOKS

JANISE MARGOT BROOKS

Investment Advisor, President

CRD
#5474335
Ownership
10% but less than 25%
(983) 544-1855
oak.insight@oakcapital.com
in linkedin.com/in/oak-bridge
P

Peak insight

Vector horizon

CRD
#17742
Ownership
38.3%
(672) 463-5835
frontier.vector@primecapital.com
in linkedin.com/in/element-insight

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Contacts

JACOB KEITH CAMPBELL

JACOB KEITH CAMPBELL

Financial Advisor

CRD
#7529084
(580) 528-7270
ridge.ridge@alphacapital.com
in linkedin.com/in/pioneer-peak
Sandra Elodia Justin

Sandra Elodia Justin

Client Service Associate

CRD
#7029338
(328) 589-8952
focus.value@elementcapital.com
in linkedin.com/in/element-pioneer
B

Beacon meridian

Harbor optima

CRD
#72883
(352) 392-2506
delta.wave@vitalcapital.com
in linkedin.com/in/capital-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2022
11-15-2023
11-14-2024
08-07-2025
06-25-2026
Category Assets AVG. Account size
Discretionary $747,082,147 $191,560
Non-Discretionary $0 --
Total $747,082,147 $191,560

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Separately Managed Accounts

Total SMA Asset: $747,082,147

$747.1M Total SMA
Public Funds:
46.8%
Cash:
12.8%
Other:
20.3%
Municipal Bonds:
20.1%
Asset class Assets Assets %
Public Funds $1,661,006,603 46.8%
Cash $454,292,404 12.8%
Other $720,479,360 20.3%
Municipal Bonds $713,381,042 20.1%
Total $3,549,159,409 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PIONEER HARBOR VERTEX DELTA TIMBER 97KT6G287 DAO 7.11% $84,537,343
ZENITH NORTH CAPITAL OAK EAGLE TDMWPRXRU FQJ 0.96% $92,123,417
VERTEX ZENITH MATRIX ZENITH N18ARPFAM MRUKX 7.14% $7,791,421
VECTOR BRIDGE VERTEX CAPITAL V1IJ8PVS2 QRDOE 11.76% $33,838,035
MERIDIAN FRONTIER EAGLE EAGLE LDVTCENMB DWC 6.33% $47,108,363
QUANTUM INSIGHT PIONEER DELTA QK0AWFF01 HFS 10.67% $54,993,496
SIGNAL MERIDIAN PATHWAY BEACON INSIGHT G2O38NOZ9 ENO 5.47% $92,534,066
EMBER FOUNDATION EAGLE DELTA FUSION TMXUFPKKF MXEGK 6.17% $15,015,578

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