The Joseph Group Capital Management

The Joseph Group Capital Management (CRD# 165311) is a financial advisory firm headquartered in Columbus, OH. They manage $299,216,000 in 404 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $740,634
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KY, LA, NJ, OH, PA, VA

Financial Advisors at The Joseph Group Capital Management
Showing 1 - 6 of 6 top financial advisors.
1
Robert T. Upton
CRD#: 3158923
300 Marconi Blvd., Suite 106, Columbus, OH 43215
96
Wealthminder
score

Robert Upton (CRD# 3158923) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 17 years of experience in the finance industry.

2
Todd D. Walter
CRD#: 4610460
300 Marconi Blvd., Suite 106, Columbus, OH 43215
96
Wealthminder
score

Todd Walter (CRD# 4610460) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 13 years of experience in the finance industry. Todd Walter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bruce S. Mizer
CRD#: 1519998
300 Marconi Blvd., Suite 106, Columbus, OH 43215
93
Wealthminder
score

Bruce Mizer (CRD# 1519998) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 12 years of experience in the finance industry.

4
David M. Suchland
CRD#: 2739873
300 Marconi Blvd., Suite 106, Columbus, OH 43215
93
Wealthminder
score

David Suchland (CRD# 2739873) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 19 years of experience in the finance industry.

5
Mark J. Palmer
CRD#: 4360802
300 Marconi Blvd., Suite 106, Columbus, OH 43215
87
Wealthminder
score

Mark Palmer (CRD# 4360802) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has 1 year of experience in the finance industry.

6
Matthew D. Palmer
CRD#: 4360807
300 Marconi Blvd., Suite 106, Columbus, OH 43215
87
Wealthminder
score

Matthew Palmer (CRD# 4360807) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has 1 year of experience in the finance industry.

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