PAX FINANCIAL GROUP

Legal name: PAX FINANCIAL GROUP, LLC

CRD 284164File 801-107918

APPROVED

Retail clients

Custody

Filing as of Jun 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$747.1M

Above cohort median (national)

Discretionary AUM

$747.1M

Clients

1,350

3,900 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 3, 2016
Principal office: 270 NORTH LOOP 1604 EAST, SUITE 200, SAN ANTONIO, TX, 78232
Phone: 210-881-5700
Website: HTTP://Facebook.com/profile.php?id=594883063704569

Assets & accounts

ADV Item 5F

Total regulatory AUM: $747.1M
Discretionary AUM: $747.1M
Non-discretionary AUM: $0
Discretionary accounts: 3,900
Non-discretionary accounts: 0
Total accounts: 3,900
AUM per client: $553K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	174	$395.9M
Individuals (other than high net worth individuals)	1,176	$351.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — A PERCENTAGE OF ASSETS UNDER PONTERA ADVISORY
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.