Pyxis Capital Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
122
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
122
Very HighAverage account size
$0
About
Pyxis Capital is a solo independent advisory firm that serves individuals, high-net-worth individuals, charitable organizations, and business entities. The firm provides written financial planning services and acts as the client’s primary financial adviser while arranging ongoing portfolio management through a recommended third-party manager.
Pyxis develops a written Investment Policy Statement for each client and tailors services to client goals, risk tolerance, and tax considerations, then monitors accounts and meets with clients at least annually. The firm does not manage client assets itself; instead it places assets with a third‑party discretionary manager (Advisory Alpha) that performs portfolio construction, trading, reporting, and custodian reconciliations, and Pyxis receives a portion of the third‑party manager’s asset-based fee that is collected through the custodian.
Notable distinctions include the firm’s solicitor/co‑advisory and fee‑sharing arrangement with the third‑party manager rather than direct asset management, and the principal’s role as a licensed insurance agent with affiliated insurance entities (disclosed in the brochure), which may result in insurance commission income. The firm also discloses that it does not aggregate block trades, does not accept performance‑based fees, and offers one‑time comprehensive financial plans with asset‑based discounts, features that differ from many independent solo advisers.
Client services
Financial planning
Selection of other advisers
Expertise
Wealth management
Fee options
Fixed fees for financial plans ranging from $500 to $15,000 depending on plan complexity
$0 - $500,000: up to 1.70% annual management fee by Third-Party Adviser; PCI's portion typically 50% of that fee (i.e., up to approx. 0.85%) $500,001 - $1,000,000: up to 1.70% annual management fee by Third-Party Adviser; PCI's portion typically 50% $1,000,001 - $3,000,000: up to 1.70% annual management fee by Third-Party Adviser; PCI's portion typically 50% $3,000,001 - $5,000,000: up to 1.70% annual management fee by Third-Party Adviser; PCI's portion typically 50% $5,000,001 - $10,000,000: up to 1.70% annual management fee by Third-Party Adviser; PCI's portion typically 50% $10,000,001+: up to 1.70% annual management fee by Third-Party Adviser; PCI's portion typically 50%
Financial planning fees calculated at $200 per hour (hourly fees not negotiable)
Account minimum: $50,000 Fee-only: Financial planning fixed fees between $500 and $15,000 based on estimated hours at $200/hour; comprehensive plans $1,500 to $15,000, negotiable based on complexity
Main office location
Pyxis Capital Inc.
3130 W. Maple Loop Dr, Suite 130
Lehi UT 84043, United States
Number of offices
2
Most active in
Pyxis Capital Inc. has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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