The Joseph Group Capital Management

The Joseph Group Capital Management (CRD# 165311) is a financial advisory firm headquartered in Columbus, OH. They manage $684,406,547 in 736 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    684
    MILLION
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $929,900
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Joseph Group Capital Management
Showing 1 - 8 of 8 top financial advisors.
1
Nicholas D. Boyden
CRD#: 6114391
605 South Front Street, Suite 100, Columbus, OH 43215

Nicholas Boyden (CRD# 6114391) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 10 years of experience in the finance industry.

2
Jacob P. Martin
CRD#: 6795940
605 South Front Street, Suite 100, Columbus, OH 43215

Jacob Martin (CRD# 6795940) 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.

3
Bruce S. Mizer
CRD#: 1519998
605 South Front Street, Suite 100, Columbus, OH 43215

Bruce Mizer (CRD# 1519998) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 20 years of experience in the finance industry.

4
Mark J. Palmer
CRD#: 4360802
605 South Front Street, Suite 100, Columbus, OH 43215

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.

5
Matthew D. Palmer
CRD#: 4360807
605 South Front Street, Suite 100, Columbus, OH 43215

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.

6
David M. Suchland
CRD#: 2739873
605 South Front Street, Suite 100, Columbus, OH 43215

David Suchland (CRD# 2739873) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 26 years of experience in the finance industry.

7
Robert T. Upton
CRD#: 3158923
605 South Front Street, Suite 100, Columbus, OH 43215

Robert Upton (CRD# 3158923) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 25 years of experience in the finance industry.

8
Todd D. Walter
CRD#: 4610460
605 South Front Street, Suite 100, Columbus, OH 43215

Todd Walter (CRD# 4610460) is an Investment Advisor Representative working at The Joseph Group Capital Management in Columbus, OH and has over 20 years of experience in the finance industry.

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