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THE JOSEPH GROUP LLC

Doing business as THE JOSEPH GROUP CAPITAL MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$1,089,697,000
Discretionary
$1,089,697,000
Non-discretionary
$0

Firm details

CRD number
165311
SEC file number
801-77130
Main office
COLUMBUS, OH, United States
Employees
25
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.