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THE JOSEPH GROUP CAPITAL MANAGEMENT
THE JOSEPH GROUP LLC
CRD 165311 · SEC 801-77130
605 SOUTH FRONT STREET, SUITE 100, COLUMBUS, OH, 43215, United States
Phone
614-228-4300
Fax
614-629-0050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$1.09B
Team
25 total employees; 15 advisory reps; 41 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 480 | $161.7M |
| High net worth individuals | 338 | $895.4M |
| Corporations/business entities | 14 | $32.6M |
States served
AZ, CA, CO, IL, KY, LA, MI, NE, NJ, NY, NC, OH, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD