Bruce Mizer
The Joseph Group Capital Management · Columbus, Ohio
Bruce Mizer is a fee-only financial advisor at The Joseph Group Capital Management in Columbus, Ohio. The Joseph Group Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Joseph Group Capital Management |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.09B across 832 accounts |
| SEC registration | Investment adviser representative in OH · CRD 1519998 |
| Exams passed | Series 65 (2004) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.josephgroup.com |
| Profile |
How Bruce's firm compares
- The Joseph Group Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 832 accounts).
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Questions about Bruce
Is Bruce Mizer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and The Joseph Group Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, The Joseph Group Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bruce Mizer based?
Bruce Mizer is based in Columbus, Ohio.
Is Bruce Mizer registered with the SEC?
Yes. Bruce Mizer is registered as an investment adviser representative in OH (CRD 1519998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Joseph Group Capital Management manage?
The Joseph Group Capital Management reports $1.09B across 832 accounts in assets under management.
How do I contact Bruce Mizer?
Through Bruce's website, www.josephgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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