# Joseph Advisory

> Joseph Advisory is an SEC-registered investment advisory firm in El Paso, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 324475
- Filed as: JOSEPH ADVISORY
- Legal name: Joseph Advisory Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Paso, TX
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324475
- AdvisorCensus page: https://advisorcensus.com/firm/joseph-advisory-el-paso-tx-324475

## Quick answers

**How is Joseph Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Joseph Advisory reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Joseph Advisory located?**
Joseph Advisory's principal office is in El Paso, TX, according to its Form ADV.

**Is Joseph Advisory registered with the SEC or a state?**
Joseph Advisory is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324475.

**How much does Joseph Advisory manage?**
Joseph Advisory reports $170,855,171 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Joseph Advisory's assets and staff changed since 2023?**
In the Form ADV data for Joseph Advisory: Regulatory assets under management: $125,000,000 in the October 2023 data and $170,855,171 in the October 2026 data, up 37%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Joseph Advisory serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Joseph Advisory 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/324475

**What changed in Joseph Advisory's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $108,446,007 to $170,855,171 (+58%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $170,855,171
- Discretionary: $170,855,171
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $170,855,171 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- josephadvisory.com
- LinkedIn @betopallares

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $125,000,000 | 1 | August 17, 2023 |
| October 2024 | $134,367,000 | 2 | March 26, 2024 |
| October 2025 | $108,446,007 | 2 | March 31, 2025 |
| October 2026 | $170,855,171 | 1 | March 24, 2026 |

Regulatory assets under management: $125,000,000 in the October 2023 data and $170,855,171 in the October 2026 data, up 37%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $108,446,007 to $170,855,171 (+58%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joseph Advisory (CRD 324475): Form ADV filing data as of October 2026.