Patrick Finneran
The Joseph Group Capital Management · Columbus, Ohio
Patrick Finneran is a fee-only financial advisor at The Joseph Group Capital Management in Columbus, Ohio, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5923618 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.josephgroup.com |
How Patrick'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 Patrick
Is Patrick Finneran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, The Joseph Group Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Finneran based?
Patrick Finneran is based in Columbus, Ohio.
What credentials does Patrick Finneran hold?
Patrick Finneran holds the CFP credential.
Is Patrick Finneran registered with the SEC?
Yes. Patrick Finneran is registered as an investment adviser representative in OH (CRD 5923618), 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 Patrick Finneran?
Through Patrick'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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