Investment adviser · CRD 165311
THE JOSEPH GROUP CAPITAL MANAGEMENT
Investment adviser filing (IA)
THE JOSEPH GROUP LLC
COLUMBUS, OH, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $1.09B Form ADV · Item 5.F
- Client accounts
- 832 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 338 | $895,422,155 | 82.2% |
| Individuals | 480 | $161,717,156 | 14.8% |
| Corporations & businesses | 14 | $32,557,689 | 3.0% |
Filing source
Form ADV 2069258 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
605 SOUTH FRONT STREET, SUITE 100COLUMBUS, OH, 43215, United States
CRD 165311
Filing source
Form ADV 2069258 · Mar 26, 2026 · 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.