{"url":"https://nivawealth.com/firms/the-joseph-group-165311","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/165311","regulatoryAum":1089697000,"crd":"165311","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6637043","suffix":null,"lastName":"Bailey","firstName":"Jonathan","middleName":"Philip"},{"crd":"6114391","suffix":null,"lastName":"BOYDEN","firstName":"NICHOLAS","middleName":"DAVID"},{"crd":"5923618","suffix":null,"lastName":"FINNERAN","firstName":"PATRICK","middleName":"Joseph"},{"crd":"7047816","suffix":null,"lastName":"LeChard","firstName":"Theresa","middleName":null},{"crd":"1519998","suffix":null,"lastName":"MIZER","firstName":"BRUCE","middleName":"SCOTT"},{"crd":"4360802","suffix":null,"lastName":"PALMER","firstName":"MARK","middleName":"JOSEPH"},{"crd":"4360807","suffix":null,"lastName":"PALMER","firstName":"MATTHEW","middleName":"DAVID"},{"crd":"3158923","suffix":null,"lastName":"UPTON","firstName":"ROBERT","middleName":"TRAVIS"},{"crd":"4610460","suffix":null,"lastName":"WALTER","firstName":"TODD","middleName":"DANIEL"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":602104403,"clients":640,"employees":18,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":763777757,"clients":678,"employees":20,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":684406547,"clients":736,"employees":21,"offices":1},{"filedOn":"2024-06-25","regulatoryAum":811713398,"clients":768,"employees":22,"offices":1},{"filedOn":"2025-05-20","regulatoryAum":947008553,"clients":796,"employees":24,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":1089697000,"clients":832,"employees":25,"offices":1}],"secFileNumber":"801-77130","legalName":"The 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They include 480 individual clients, 338 high-net-worth individuals, and 14 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Joseph Group offer?","answer":"The Joseph Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Joseph Group charge?","answer":"The Joseph Group charges 0.20%–1.00% a year for its Wealth Advisory. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"THE JOSEPH GROUP CAPITAL MANGEMENT, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Joseph Group use?","answer":"The Joseph Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.07B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Joseph Group have?","answer":"The Joseph Group has 10 investment adviser representatives registered with state securities authorities, out of 25 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Joseph Group invest in?","answer":"At the end of its last fiscal year, The Joseph Group’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Joseph Group?","answer":"The Joseph Group’s direct owners are Matthew Palmer, Robert Upton, Bruce Mizer and Todd Walter, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Joseph Group get paid?","answer":"The Joseph Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Joseph Group registered with the SEC?","answer":"Yes, The Joseph Group has been registered with the SEC as an investment adviser since 3 October 2012. Its CRD number is 165311 and its SEC file number is 801-77130.","source":"Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Joseph Group?","answer":"The Joseph Group’s main office is at 605 South Front Street, Suite 100, Columbus, OH 43215. Its phone number is 614-228-4300. 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