AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JY

Joshua E. Young

PAX FINANCIAL GROUP
San Antonio, TX 78232
Some features on this profile are disabled
CRD#: 7134753
JY

Professional summary

Joshua Erastus Young is a registered financial advisor currently at PAX FINANCIAL GROUP located in San Antonio, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Joshua Erastus Young's CRS (Customer Relationship Summary).
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

April 23, 2026 - Present

PAX FINANCIAL GROUP

Office #1: 270 North Loop 1604 East Suite 200, San Antonio, TX 78232
RIA
CRD#: 284164
San Antonio, TX
Past

November 14, 2025 - April 30, 2026

WORTHPOINTE

RIA
CRD#: 143996
Austin, TX
Past

May 2, 2024 - December 31, 2025

CONSTITUTION WEALTH LLC

RIA
CRD#: 313916
Austin, TX
Past

July 30, 2019 - September 3, 2024

THE REPUBLIC CAPITAL MANAGEMENT LLC

RIA
CRD#: 304603
CEDAR PARK, TX

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".
PF
PAX FINANCIAL GROUP
PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA
Registered Investment Advisory firm - (6/3/2016 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
Texas
(4/23/2026)

Exams

Current Firm

PF
PAX FINANCIAL GROUP
PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA
Registered Investment Advisory firm - (6/3/2016 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
270 North Loop 1604 East Suite 200, San Antonio, TX 78232
Mailing Address
Phone number
(210) 881-5700
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (2/10/2026)
ADV 2A - FIRM DISCLOSURE BROCHURE (2/10/2026)

Regulatory assets under management

Total Number of Accounts3,900
AUM (Assets Under Management)$ 747,082,147

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.

Company Information

PAX FINANCIAL GROUP

CRD#: 284164San Antonio, TX 78232

TRUST BUT VERIFY

Monitor Joshua Young

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JO
Joe-ben O'banionAdvisorCheck Check Mark
TITLEIST ASSET MANAGEMENT, LLC
IAR
RR
SAN ANTONIO, TX
CH
Christopher HallAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
San Antonio, TX
RA
Robert ArmendarizAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
SAN ANTONIO, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.