Theresa LeChard
The Joseph Group Capital Management · Columbus, Ohio
Theresa LeChard 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 7047816 |
| Exams passed | Series 66 (2019) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.josephgroup.com |
How Theresa'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 Theresa
Is Theresa LeChard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theresa 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 Theresa charge for financial advice?
Theresa's firm, The Joseph Group Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Theresa LeChard based?
Theresa LeChard is based in Columbus, Ohio.
What credentials does Theresa LeChard hold?
Theresa LeChard holds the CFP credential.
Is Theresa LeChard registered with the SEC?
Yes. Theresa LeChard is registered as an investment adviser representative in OH (CRD 7047816), 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 Theresa LeChard?
Through Theresa'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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