The Joseph Group Capital Management

Overview

The Joseph Group Capital Management is an independent, owner-operated RIA registered with the SEC in 2012 and organized as an LLC. It acts as a capital allocator for both individual/family and institutional clients, charging a mix of asset-based fees and fixed fees. The firm offers a range of advisory services beyond portfolio management, including financial planning, manager selection, publication of periodic commentary, and educational seminars and workshops. Their public disclosures indicate they are not an active ESG investor and they do not position themselves as a multi-state adviser or a pension consultant. The firm emphasizes outsourced manager relationships as part of its toolkit, suggesting a hybrid approach that blends direct portfolio management with selective third-party allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices