AdvisorCensus / Financial advisors / Indiana / Elkhart / Praxis Investment Management, Inc.
Praxis Investment Management, Inc. is an SEC-registered investment advisory firm in Goshen, IN, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Praxis Investment Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Praxis Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Praxis Investment Management, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.05% to 1.2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Praxis Investment Management, Inc. located?
Praxis Investment Management, Inc.'s principal office is in Goshen, IN, according to its Form ADV.
Is Praxis Investment Management, Inc. registered with the SEC or a state?
Praxis Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 105675.
How much does Praxis Investment Management, Inc. manage?
Praxis Investment Management, Inc. reports $3,299,890,470 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Praxis Investment Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Praxis Investment Management, Inc.: Regulatory assets under management: $1,898,047,874 in the October 2021 data and $3,299,890,470 in the October 2026 data, up 74%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Praxis Investment Management, Inc. serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Praxis Investment Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105675
What changed in Praxis Investment Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $2,773,178,754 to $3,299,890,470 (+19%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.05% to 1.2% a year (a range, as the brochure states it)
The brochure's wording
Our annual fees for Investment Supervisory Services are based upon a percentage of assets under management and generally range from 0.05% to 1.2%.
Our Consulting Services fees are charged as a percentage of assets under advisement by our firm, typically ranging from 0.05% to 1.2% of assets under review, depending on the nature and complexity of each client’s circumstances, and upon mutual agreement with the client.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$3,299,890,470 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- EVERENCE CAPITAL MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1990 (36 years)
- Employees
- Total: 14. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,299,890,470 | 14 | March 23, 2026 |
| October 2025 | $2,773,178,754 | 15 | March 21, 2025 |
| October 2024 | $2,454,782,653 | 11 | March 5, 2024 |
| October 2023 | $2,006,137,406 | 12 | March 21, 2023 |
| October 2022 | $2,300,518,443 | 11 | March 17, 2022 |
| October 2021 | $1,898,047,874 | 12 | March 11, 2021 |
Regulatory assets under management: $1,898,047,874 in the October 2021 data and $3,299,890,470 in the October 2026 data, up 74%.
Total employees: 12 in October 2021 and 14 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $2,773,178,754 to $3,299,890,470 (+19%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Praxis Investment Management, Inc. (CRD 105675): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/praxis-investment-management-inc-goshen-in-105675