The Joseph Group Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 25 employees, and 832 accounts.
Assets Under Management
$1.1B
Employees
25
Offices
--
Total Clients
832
Primary office
COLUMBUS, OH
605 SOUTH FRONT STREET, SUITE 100, COLUMBUS, OH, United States
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
480
2
HNWI
40.6%
338
3
Corporations
1.7%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 26, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts832
10Y AUM Change+$748M (+219.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee33:1
10Y Employee Change+12 (+92.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.