Investment adviser · CRD 109496

THE JOSEPH GROUP CAPITAL MANAGEMENT

Investment adviser filing (IA)

THE JOSEPH GROUP, LLC

COLUMBUS, OH, United States · Form ADV filed Jan 18, 2013

Regulatory AUM
$283M
Form ADV · Item 5.F
Client accounts
385
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
8
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: Jan 18, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

300 MARCONI BLVD., SUITE 106
COLUMBUS, OH, 43215, United States

CRD 109496

Filing source

Form ADV 693545 · Jan 18, 2013 · 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.