Data sourced from SEC Form ADV filed March 26, 2026
Overview
Headquarters
Columbus, OH
Total Firm Assets
$1.1 billion
Average High-Net-Worth Client Portfolio Size
$2.6 million
Stated Minimum Account Size
$500,000
Fee Disclosure
Source: THE JOSEPH GROUP CAPITAL MANGEMENT (2025-04-17)
· View brochure text Latest filing: THE JOSEPH GROUP CAPITAL MANGEMENT (2026-03-26)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$1,000,000
1.00%
$1,000,001
$2,000,000
0.80%
$2,000,001
$4,000,000
0.60%
$4,000,001
$6,000,000
0.40%
$6,000,001
and above
0.20%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$10,000
1.00%
$5 million
$34,000
0.68%
$10 million
$46,000
0.46%
$50 million
$126,000
0.25%
$100 million
$226,000
0.23%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
82.17%
Number of High-Net-Worth Clients
338
Total Client Accounts
832
Discretionary Accounts
832
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
The Joseph Group Capital Management's Form ADV discloses 1.00% on the first $1 million, 0.80% on the next $1 million, 0.60% on the next $2 million, 0.40% on the next $2 million, and 0.20% on assets above $6 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #165311), The Joseph Group Capital Management is subject to fiduciary duty under federal law.
The Joseph Group Capital Management is headquartered in COLUMBUS, OH.
The Joseph Group Capital Management serves 338 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, The Joseph Group Capital Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
The Joseph Group Capital Management manages $1.1 billion in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, The Joseph Group Capital Management serves high-net-worth individuals and institutional clients. View client details ↓