# 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.

- CRD: 105675
- Filed as: PRAXIS INVESTMENT MANAGEMENT, INC.
- Also doing business as: EVERENCE CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Goshen, IN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105675
- AdvisorCensus page: https://advisorcensus.com/firm/praxis-investment-management-inc-goshen-in-105675

## Quick answers

**How 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.

**How much does Praxis Investment Management, Inc. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.05% to 1.2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $3,299,890,470
- Discretionary: $3,299,890,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $3,299,890,470 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Other

### Firm details
- Registered since: 1990 (36 years)
- Employees: 14 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [everence.com](https://everence.com)
- [praxisinvests.com](https://praxisinvests.com)
- Facebook @EVERENCE
- Instagram @everencefinancial
- LinkedIn @EVERENCE-FINANCIAL
- LinkedIn @PRAXIS-INVESTMENT-MANAGEMENT
- X @EVERENCE
- X @praxisfunds

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,898,047,874 | 12 | March 11, 2021 |
| October 2022 | $2,300,518,443 | 11 | March 17, 2022 |
| October 2023 | $2,006,137,406 | 12 | March 21, 2023 |
| October 2024 | $2,454,782,653 | 11 | March 5, 2024 |
| October 2025 | $2,773,178,754 | 15 | March 21, 2025 |
| October 2026 | $3,299,890,470 | 14 | March 23, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Praxis Investment Management, Inc. (CRD 105675): Form ADV filing data as of October 2026.