The Joseph Group Capital Management

Who works here

• BM
  Bruce Scott Mizer
• JB
  Jonathan Philip Bailey
• MP
  Mark Joseph Palmer
• MP
  Matthew David Palmer
• NB
  Nicholas David Boyden
• PF
  Patrick Joseph Finneran
• RU
  Robert Travis Upton
• TL
  Theresa Lechard
• TW
  Todd Daniel Walter

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

The Joseph Group Capital Management

Legal name: The Joseph Group LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

165311