THE JOSEPH GROUP CAPITAL MANAGEMENT

Legal name: THE JOSEPH GROUP LLC

CRD 165311File 801-77130

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.09B

Above cohort median (national)

Discretionary AUM

$1.09B

Clients

832

832 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 3, 2012
Principal office: 605 SOUTH FRONT STREET, SUITE 100, COLUMBUS, OH, 43215
Phone: 614-228-4300
Website: HTTPS://WWW.FACEBOOK.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.09B
Discretionary AUM: $1.09B
Non-discretionary AUM: $0
Discretionary accounts: 832
Non-discretionary accounts: 0
Total accounts: 832
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	14	$32.6M
High net worth individuals	338	$895.4M
Individuals (other than high net worth individuals)	480	$161.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.