Benjamin J. Bailey

PRAXIS INVESTMENT MANAGEMENT

Goshen, IN 46528

Some features on this profile are disabled

CRD#: 7082297

Professional summary

Benjamin Jon Bailey, who also goes by Benji Bailey, is a registered financial advisor currently at PRAXIS INVESTMENT MANAGEMENT, INC. located in Goshen, Indiana.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benji Bailey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Jon Bailey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 21, 2019 - Present

PRAXIS INVESTMENT MANAGEMENT, INC.

Office #1: 1110 N Main St, Goshen, IN 46528

RIA

CRD#: 105675

Goshen, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRAXIS INVESTMENT MANAGEMENT, INC.

CRD#: 105675 / SEC#: 801-36323

RIA

Registered Investment Advisory firm - (4/2/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(3/21/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PRAXIS INVESTMENT MANAGEMENT, INC.

CRD#: 105675 / SEC#: 801-36323

RIA

Registered Investment Advisory firm - (4/2/1990 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1110 N Main St, Goshen, IN 46528

Mailing Address

P.o. Box 483, Goshen, IN 46527-0483

Phone number

(574) 533-9511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV - PART 2 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 2,773,178,754

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jacob Kersey

CHOREO, LLC

IAR

Mishawaka, IN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin J. Bailey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Jon Bailey's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRAXIS INVESTMENT MANAGEMENT, INC.

Primary Firm SEC Registration

PRAXIS INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

PRAXIS INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRAXIS INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors