A complete list of active advisors currently associated with Pyxis Capital Inc.

Warmer can help you find a great advisor at Pyxis Capital Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pyxis Capital Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Michelle Snow profile photo Michelle Snow
Lehi, UT
9
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