SourcingSourcing

JOSEPH ADVISORY SERVICES, LLC

C49
CRD 324475·SEC 801-128749·EL PASO, TX
AUM
$170.9M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$513K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOSEPH ADVISORY SERVICES, LLC
CRD
324475
SEC file #
801-128749
EIN
—
DBA names
Joseph Advisory

Economics

AUM
$170.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$108.4M → $170.9M▲ +58%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
EL PASO TX
Branches
—

Custodian & Brokerage

Primary custodian
Equity Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/in/betopallares(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Pallares, Ebetuel
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Pallares, Ebetuel
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:joseph.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0264
Soi Zip Pct 200k Plus
0.0101
Soi Zip Returns 200k Plus
50
Soi Zip Total AGI
236,512
Fdic Zip Total Deposits
75,233,937,000
Fdic Zip Branch Count
208
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Equity Trust6
E*trade4
Fdic Zip Branches Raw
Nationsbank of Texas, National AssociationEl Paso, TX
State National BankEl Paso, TX
Fdic Zip HHI
1287.32
Fdic Zip Top Bank Share Pct
26
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,705
Returns3,190
Stub 2
AGI39,922
Returns1,170
Stub 3
AGI20,382
Returns340
Soi Zip Total Business Income
11,219
Soi Zip Total Cap Gains
73,871
Soi Zip Total Dividends
2,612
Soi Zip Total Returns
4,930
Top Owner CRD
7798523
Trust Company Affiliate
No

People (1)

1
Pallares, Ebetuel
Direct Owner · 87.5%
7798523