JOSEPH CAPITAL MANAGEMENT, LLC
CRD #116156 SEC #801-68145 HERNANDO, FL 352-746-4460
SEC Registered
Total AUM
$118M
Discretionary
$112M
Employees
11
Clients
101
Accounts
124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $145.8M | $144.6M | $1.3M | 10 | 170 |
| Mar 2014 | $145.8M | $144.6M | $1.3M | 10 | 170 |
| Feb 2014 | $145.8M | $144.6M | $1.3M | 10 | 170 |
| Nov 2013 | $119.2M | $117M | $2.2M | 9 | 187 |
| Apr 2013 | $119.2M | $117M | $2.2M | 9 | 187 |
| Mar 2013 | $119.2M | $117M | $2.2M | 9 | 187 |
| Oct 2012 | $118M | $112M | $6M | 11 | 124 |
| Aug 2012 | $118M | $112M | $6M | 11 | 124 |
| Mar 2012 | $118M | $112M | $6M | 11 | 124 |
| Aug 2011 | $161.3M | $139.5M | $21.8M | -- | -- |
| May 2011 | $161.3M | $139.5M | $21.8M | -- | -- |
| Nov 2010 | $126.6M | $105.8M | $20.8M | -- | -- |
| Jul 2010 | $117.7M | $98.2M | $19.5M | -- | -- |
| Mar 2010 | $97M | $88.3M | $8.6M | -- | -- |
| Mar 2002 | $3.5M | $0 | $3.5M | 10 | -- |
| Oct 2001 | $0 | $0 | $0 | 10 | -- |
DateMar 2014
Total AUM$145.8M
Discretionary$144.6M
Non-Disc.$1.3M
Employees10
Clients170
DateMar 2014
Total AUM$145.8M
Discretionary$144.6M
Non-Disc.$1.3M
Employees10
Clients170
DateFeb 2014
Total AUM$145.8M
Discretionary$144.6M
Non-Disc.$1.3M
Employees10
Clients170
DateNov 2013
Total AUM$119.2M
Discretionary$117M
Non-Disc.$2.2M
Employees9
Clients187
DateApr 2013
Total AUM$119.2M
Discretionary$117M
Non-Disc.$2.2M
Employees9
Clients187
DateMar 2013
Total AUM$119.2M
Discretionary$117M
Non-Disc.$2.2M
Employees9
Clients187
DateOct 2012
Total AUM$118M
Discretionary$112M
Non-Disc.$6M
Employees11
Clients124
DateAug 2012
Total AUM$118M
Discretionary$112M
Non-Disc.$6M
Employees11
Clients124
DateMar 2012
Total AUM$118M
Discretionary$112M
Non-Disc.$6M
Employees11
Clients124
DateAug 2011
Total AUM$161.3M
Discretionary$139.5M
Non-Disc.$21.8M
Employees--
Clients--
DateMay 2011
Total AUM$161.3M
Discretionary$139.5M
Non-Disc.$21.8M
Employees--
Clients--
DateNov 2010
Total AUM$126.6M
Discretionary$105.8M
Non-Disc.$20.8M
Employees--
Clients--
DateJul 2010
Total AUM$117.7M
Discretionary$98.2M
Non-Disc.$19.5M
Employees--
Clients--
DateMar 2010
Total AUM$97M
Discretionary$88.3M
Non-Disc.$8.6M
Employees--
Clients--
DateMar 2002
Total AUM$3.5M
Discretionary$0
Non-Disc.$3.5M
Employees10
Clients--
DateOct 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--