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- Custodian
- Assetmark · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2012
- Office Locations
- 1
Office Locations
About THE Joseph Group Capital Management
The Joseph Group Capital Management is a Columbus, OH RIA serving retail and institutional clients with wealth and financial planning, including tax, estate, retirement, insurance, and business-succession planning. Portfolios emphasize asset allocation and risk management, using mutual funds and ETFs alongside fixed income, real estate, and alternative investments; supports custody through Schwab and AssetMark.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRUCE SCOTT MIZER
President
- CRD
- #1519998
- Ownership
- 25% but less than 50%
ROBERT TRAVIS UPTON
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #3158923
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Jonathan Philip Bailey
Client Advisor
- CRD
- #6637043
NICHOLAS DAVID BOYDEN
Client Advisor
- CRD
- #6114391
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,089,697,000 | $1,309,732 |
| Non-Discretionary | $0 | -- |
| Total | $1,089,697,000 | $1,309,732 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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