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| Happy Holidays!! thanks for using AUM13F!! |
| The Joseph Group LLC
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| CRD # | 165311 |
| SEC # | 801-77130 |
| CIK # | |
| AUM | $947.0 M (2025-05-20) |
| Employees | 24 (58% Investors, 0% Brokers) |
| Phone | 614-228-4300 |
| Address | 605 South Front Street Columbus, OH 43215 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 487 | 152.1 |
| (b) Individuals (high net worth individuals) | 294 | 749.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 45.2 |
| (n) Other | 0 | 0.0 |
| Total | 796 | 947.0 |
| By Discretionary | ||
| Discretionary | 796 | 947.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 796 | 947.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 947.0 | |
| Total | 796 | 947.0 |
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|---|---|---|
|
Lucid Advisors Inc
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WA | 1.0 |
|
First Affirmative Financial Network LLC
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CO | 1.0 |
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CA | 1.0 |
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Manchester Financial Inc
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CA | 0.9 |
|
Galloway Asset Management LLC
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AZ | 0.9 |
|
Oak Harvest Investment Services LLC
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TX | 0.9 |
|
Cooper/Haims Advisors LLC
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|
NY | 0.9 |
|
One Charles Private Wealth Services LLC
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|
MA | 0.9 |
|
Black Coral Financial Advisors LLC
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|
NJ | 0.9 |
|
KFG Wealth Management LLC
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|
IN | 0.9 |