The Joseph Group LLC
● SEC registered since 2012CRD 165311SEC# 801-77130Columbus, OH
Reg. AUM
$1.09B
Employees
25
Accounts
832
Location
Columbus, OH
The Joseph Group LLC assets under management
The Joseph Group LLC is a registered investment adviser overseen by the SEC based in Columbus, OH. The firm has been registered since 2012. It reports $1.1 billion in regulatory assets under management and employs 25 people.
The Joseph Group LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander David Durbin Control | Chief Investment Officer | Under 5% | 2024 |
| Bruce Scott Mizer Control | President/Member | 25-50% | 2017 |
| Jodi Picetti Control | Director Of Client Services/Cco | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Joseph Group LLC manage?
The Joseph Group LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does The Joseph Group LLC have?
The Joseph Group LLC reports 25 employees.
Where is The Joseph Group LLC located?
The Joseph Group LLC is based in Columbus, OH and has been SEC-registered since 2012.
Does The Joseph Group LLC disclose fund performance?
The Joseph Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 605 South Front Street, Suite 100, Columbus, OH 43215 |
| Phone | 614-228-4300 |
| Fax | 614-629-0050 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $1.09B