RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MIZER, BRUCE, SCOTTICOONA Control
MIZER, BRUCE, SCOTTICOO & CCONA Control
MIZER, BRUCE, SCOTTICOO & CCONA Control
MIZER, BRUCE, SCOTTIPRESIDENT & CCONA Control
MIZER, BRUCE, SCOTTIPRESIDENT & CCONA Control
PALMER, MARK, JOSEPHICEO/CCO/MEMBERNA Control
PALMER, MARK, JOSEPHICEO & CCONA Control
PALMER, MARK, JOSEPHICEO & CCONA Control
PALMER, MARK, JOSEPHICEO/CCO/MEMBERNA Control
PALMER, MARK, JOSEPHICEO/CCONA Control
PALMER, MARK, JOSEPHICEONA Control
PALMER, MARK, JOSEPHICEONA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MARK, JOSEPHICHAIRMANNA Control
PALMER, MATTHEW, DAVIDIPRESIDENT/MEMBERNA Control
PALMER, MATTHEW, DAVIDIPRESIDENTNA Control
PALMER, MATTHEW, DAVIDIPRESIDENTNA Control
PALMER, MATTHEW, DAVIDIPRESIDENT/MEMBERNA Control
PALMER, MATTHEW, DAVIDIPRESIDENTNA Control
PALMER, MATTHEW, DAVIDIPRESIDENTNA Control
PALMER, MATTHEW, DAVIDIPRESIDENTNA Control
PALMER, MATTHEW, DAVIDICEONA Control
PALMER, MATTHEW, DAVIDICEONA Control
PALMER, MATTHEW, DAVIDICEONA Control
PALMER, MATTHEW, DAVIDICEONA Control
PALMER, MATTHEW, DAVIDICEONA Control
PALMER, MATTHEW, DAVIDICEONA Control
PALMER, MATTHEW, DAVIDICEONA Control
PALMER, MATTHEW, DAVIDICHAIRMANNA Control
PALMER, MATTHEW, DAVIDICHAIRMANNA Control
PALMER, MATTHEW, DAVIDICHAIRMANNA Control
PALMER, MATTHEW, DAVIDICHAIRMANNA Control
PALMER, MATTHEW, DAVIDICHAIRMANNA Control
PALMER, MATTHEW, DAVIDICHAIRMANNA Control
PALMER, MATTHEW, DAVIDICHAIRMAN/MEMBERNA Control
PALMER, MATTHEW, DAVIDICHAIRMAN/MEMBERNA Control
PALMER, MATTHEW, DAVIDICHAIRMAN/MEMBERNA Control
PICETTI, JODIIDIRECTOR OF CLIENT SERVICES/CCONA Control
Picetti, JodiIDIRECTOR OF CLIENT SERVICES/CCONA Control
UPTON, ROBERT, TRAVISICOO/MEMBERNA Control
UPTON, ROBERT, TRAVISICIO/MEMBERNA Control
UPTON, ROBERT, TRAVISICOO/MEMBERNA Control
UPTON, ROBERT, TRAVISICOO/MEMBERNA Control
UPTON, ROBERT, TRAVISICOONA Control
UPTON, ROBERT, TRAVISICIO/MEMBERNA Control
WALTER, TODD, DANIELIDIRECTOR, ADVISORY SERVICESNA Control
WALTER, TODD, DANIELIDIRECTOR, ADVISORY SERVICESNA Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICERNA Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICERNA Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICERNA Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATIONE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERE Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERD Control
THE JOSEPH GROUP, INC.DECORPORATION/MEMBERD Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERD Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERD Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERD Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERD Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERD Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOC Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBERC Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBERC Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERC Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERC Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERC Control
TWINVESTMENTS, INC.DECORPORATION/MEMBERC Control
UPTON, ROBERT, TRAVISICEO/MEMBERC Control
UPTON, ROBERT, TRAVISICEO/MEMBERC Control
UPTON, ROBERT, TRAVISICEO/MEMBERC Control
UPTON, ROBERT, TRAVISICEO/MEMBERC Control
UPTON, ROBERT, TRAVISICEO/MEMBERC Control
UPTON, ROBERT, TRAVISICEO/MEMBERC Control
UPTON, ROBERT, TRAVISICEO/MEMBERC Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERC Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERC Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERC Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
MIZER, BRUCE, SCOTTIPRESIDENT/MEMBER & CCOB Control
PALMER, MATTHEW, DAVIDICHAIRMAN/MEMBERB Control
PALMER, MATTHEW, DAVIDICHAIRMAN/MEMBERB Control
PALMER, MATTHEW, DAVIDICHAIRMAN/MEMBERB Control
UPTON, ROBERT, TRAVISICIO/MEMBERB Control
UPTON, ROBERT, TRAVISICIO/MEMBERB Control
UPTON, ROBERT, TRAVISICEO/MEMBERB Control
UPTON, ROBERT, TRAVISICEO/MEMBERB Control
UPTON, ROBERT, TRAVISICEO/MEMBERB Control
UPTON, ROBERT, TRAVISICEO/MEMBERB Control
UPTON, ROBERT, TRAVISICEO/MEMBERB Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERB Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERB Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERB Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERB Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERB Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERB Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERB Control
MIZER, BRUCE, SCOTTIPRESIDENT & CCOA Control
MIZER, BRUCE, SCOTTIPRESIDENT & CCOA Control
MIZER, BRUCE, SCOTTIPRESIDENT & CCOA Control
UPTON, ROBERT, TRAVISICIO/MEMBERA Control
UPTON, ROBERT, TRAVISICIO/MEMBERA Control
UPTON, ROBERT, TRAVISICIO/MEMBERA Control
UPTON, ROBERT, TRAVISICIO/MEMBERA Control
UPTON, ROBERT, TRAVISICIO/MEMBERA Control
UPTON, ROBERT, TRAVISICIO/MEMBERA Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERA Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERA Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERA Control
WALTER, TODD, DANIELICHIEF WEALTH PLANNING OFFICER/MEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITHE JOSEPH GROUP, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MARK, JOSEPHITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITHE JOSEPH GROUP, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control
PALMER, MATTHEW, DAVIDITWINVESTMENTS, INC.D Control

Registrations

Federal

IA
May 20, 2025 REGISTERED

Notice Filings (17)

AZ CA CO FL IL KY LA MI NC NE NJ NY OH PA SC TX VA

Address

605 SOUTH FRONT STREET
SUITE 100
COLUMBUS, OH 43215
United States
Phone: 614-228-4300