Robert Upton
The Joseph Group Capital Management · Columbus, Ohio
Robert Upton is a fee-only financial advisor at The Joseph Group Capital Management in Columbus, Ohio, who holds the CFA 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 | CFA |
| SEC registration | Investment adviser representative in OH · CRD 3158923 |
| Exams passed | Series 63 (1999) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.josephgroup.com |
How Robert'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 Robert
Is Robert Upton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, The Joseph Group Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Upton based?
Robert Upton is based in Columbus, Ohio.
What credentials does Robert Upton hold?
Robert Upton holds the CFA credential.
Is Robert Upton registered with the SEC?
Yes. Robert Upton is registered as an investment adviser representative in OH (CRD 3158923), 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 Robert Upton?
Through Robert'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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