The Joseph Group Capital Management

CRD 165311 · Columbus, OH · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 165311
SEC number: 801-77130
Firm type: RIA
Assets under management: $1.1B as of Mar 26, 2026
Website: www.facebook.com ↗
Phone: 614-228-4300
Address: 605 South Front Street, Columbus, OH, 43215

Advisors at this firm

10 in our index · page 1 of 1

Nicholas David BoydenCRD 6114391 · Columbus, OH

IA Registered
Jonathan Philip BaileyCRD 6637043 · Columbus, OH

IA Registered
Patrick Joseph FinneranCRD 5923618 · Columbus, OH

IA Registered
Theresa LechardCRD 7047816 · Columbus, OH

IA RegisteredRegistration inactive
Bruce Scott MizerCRD 1519998 · Columbus, OH

IA Registered
Mark Joseph PalmerCRD 4360802 · Columbus, OH

IA Registered
Matthew David PalmerCRD 4360807 · Columbus, OH

IA Registered
Robert Travis UptonCRD 3158923 · Columbus, OH

IA Registered
Todd Daniel WalterCRD 4610460 · Columbus, OH

IA Registered
Matthew Thomas ZimmermannCRD 6576464 · Columbus, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.