THE JOSEPH GROUP LLC
Legal name: THE JOSEPH GROUP CAPITAL MANAGEMENT
CRD #165311 SEC #801-77130 COLUMBUS, OH 614-228-4300
SEC Registered
Total AUM
$947M
Discretionary
$947M
Employees
24
Clients
--
Accounts
796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $947M | $947M | $0 | 24 | 39 |
| Apr 2025 | $947M | $947M | $0 | 24 | 39 |
| Mar 2025 | $947M | $947M | $0 | 25 | 39 |
| Nov 2024 | $811.7M | $811.7M | $0 | 22 | 36 |
| Jun 2024 | $811.7M | $811.7M | $0 | 22 | 36 |
| Mar 2024 | $811.7M | $811.7M | $0 | 22 | 36 |
| Mar 2023 | $684.4M | $684.4M | $0 | 21 | 40 |
| Feb 2023 | $763.8M | $763.8M | $0 | 20 | 25 |
| Mar 2022 | $763.8M | $763.8M | $0 | 20 | 25 |
| Mar 2022 | $763.8M | $763.8M | $0 | 20 | 25 |
| Aug 2021 | $602.1M | $602.1M | $0 | 18 | 28 |
| Mar 2021 | $602.1M | $602.1M | $0 | 18 | 28 |
| Jun 2020 | $508M | $508M | $0 | 19 | 23 |
| Mar 2020 | $508M | $508M | $0 | 19 | 23 |
| Mar 2019 | $417.2M | $417.2M | $0 | 18 | 22 |
| Mar 2019 | $417.2M | $417.2M | $0 | 18 | 22 |
| Mar 2018 | $425.7M | $425.7M | $0 | 15 | 20 |
| Jun 2017 | $341.5M | $341.5M | $0 | 13 | 400 |
| Mar 2017 | $341.5M | $341.5M | $0 | 13 | 400 |
| Mar 2016 | $299.2M | $299.2M | $0 | 13 | 300 |
| Mar 2015 | $290.2M | $290.2M | $0 | 11 | 300 |
| Mar 2014 | $272.5M | $272.5M | $0 | 11 | 400 |
| Mar 2013 | $316.2M | $251.9M | $64.3M | 10 | 400 |
| Nov 2012 | $282.7M | $235.4M | $47.2M | 8 | 400 |
| Sep 2012 | $282.7M | $235.4M | $47.2M | -- | 400 |
| Sep 2012 | $282.7M | $235.4M | $47.2M | -- | 400 |
DateMay 2025
Total AUM$947M
Discretionary$947M
Non-Disc.$0
Employees24
Clients39
DateApr 2025
Total AUM$947M
Discretionary$947M
Non-Disc.$0
Employees24
Clients39
DateMar 2025
Total AUM$947M
Discretionary$947M
Non-Disc.$0
Employees25
Clients39
DateNov 2024
Total AUM$811.7M
Discretionary$811.7M
Non-Disc.$0
Employees22
Clients36
DateJun 2024
Total AUM$811.7M
Discretionary$811.7M
Non-Disc.$0
Employees22
Clients36
DateMar 2024
Total AUM$811.7M
Discretionary$811.7M
Non-Disc.$0
Employees22
Clients36
DateMar 2023
Total AUM$684.4M
Discretionary$684.4M
Non-Disc.$0
Employees21
Clients40
DateFeb 2023
Total AUM$763.8M
Discretionary$763.8M
Non-Disc.$0
Employees20
Clients25
DateMar 2022
Total AUM$763.8M
Discretionary$763.8M
Non-Disc.$0
Employees20
Clients25
DateMar 2022
Total AUM$763.8M
Discretionary$763.8M
Non-Disc.$0
Employees20
Clients25
DateAug 2021
Total AUM$602.1M
Discretionary$602.1M
Non-Disc.$0
Employees18
Clients28
DateMar 2021
Total AUM$602.1M
Discretionary$602.1M
Non-Disc.$0
Employees18
Clients28
DateJun 2020
Total AUM$508M
Discretionary$508M
Non-Disc.$0
Employees19
Clients23
DateMar 2020
Total AUM$508M
Discretionary$508M
Non-Disc.$0
Employees19
Clients23
DateMar 2019
Total AUM$417.2M
Discretionary$417.2M
Non-Disc.$0
Employees18
Clients22
DateMar 2019
Total AUM$417.2M
Discretionary$417.2M
Non-Disc.$0
Employees18
Clients22
DateMar 2018
Total AUM$425.7M
Discretionary$425.7M
Non-Disc.$0
Employees15
Clients20
DateJun 2017
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees13
Clients400
DateMar 2017
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees13
Clients400
DateMar 2016
Total AUM$299.2M
Discretionary$299.2M
Non-Disc.$0
Employees13
Clients300
DateMar 2015
Total AUM$290.2M
Discretionary$290.2M
Non-Disc.$0
Employees11
Clients300
DateMar 2014
Total AUM$272.5M
Discretionary$272.5M
Non-Disc.$0
Employees11
Clients400
DateMar 2013
Total AUM$316.2M
Discretionary$251.9M
Non-Disc.$64.3M
Employees10
Clients400
DateNov 2012
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees8
Clients400
DateSep 2012
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees--
Clients400
DateSep 2012
Total AUM$282.7M
Discretionary$235.4M
Non-Disc.$47.2M
Employees--
Clients400