Robert Travis Upton
Investment adviser representative at The Joseph Group Capital Management
25 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Kaplan FinancialJun 2005 to now
- The Joseph Group Capital ManagementMar 2004 to now
- Upton Financial EducationMar 2004 to now
- Schweser Study ProgramFeb 2001 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
The Joseph Group Capital Management
Legal name: The Joseph Group LLC
$1.1BAssets managed
832Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3158923
- Firm CRD
- 165311