THE JOSEPH GROUP CAPITAL MANAGEMENT

605 South Front Street
Suite 100
Columbus, Ohio 43215
Tel: 614-228-4300

About THE JOSEPH GROUP CAPITAL MANAGEMENT

THE JOSEPH GROUP CAPITAL MANAGEMENT, formally registered with the SEC as THE JOSEPH GROUP CAPITAL MANAGEMENT. The firm was established in 10/03/2012. They have over 1 offices throughout the country.

THE JOSEPH GROUP CAPITAL MANAGEMENT is a Columbus, Ohio based Financial Planning firm with nearly $811,713,398 assets under management, offering retirement planning & investment advisory services to 768 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165311
SEC#	801-77130
Assets Managed by Firm	$811,713,398
No. of Clients	768
No. of Advisors	22

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	768	$811,713,398
Individuals (other than high net worth individuals)	488	$168,410,811
High net worth individuals	266	$615,446,996
Corporations or other businesses	14	$27,855,591

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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