Investment adviser · CRD 116156

JOSEPH CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

HERNANDO, FL, United States · Form ADV filed Mar 26, 2014

Regulatory AUM
$146M
Form ADV · Item 5.F
Client accounts
174
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 26, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2450 N. CITRUS HILLS BLVD.
HERNANDO, FL, 34442-5348, United States

CRD 116156

Filing source

Form ADV 808216 · Mar 26, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.