Firm
The Joseph Group Capital Management
Columbus, Ohio
Fee-only
The Joseph Group Capital Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 9 advisors are listed here; 4 of 9 hold the CFP.
- Its Form ADV reports 25 employees and 818 individual clients, 338 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 832 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | josephgroup.com |
| Phone | (614) 228-4300 |
The Joseph Group Capital Management fees
The Joseph Group Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 480 |
| High-net-worth clients | 338 |
| Accounts managed | 832 |
| Employees | 25 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-77130) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 165311 |