# THE JOSEPH GROUP, LLC

THE JOSEPH GROUP, LLC of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 109496
- Type: SEC-registered investment adviser
- SEC file number: 801-57911
- Location: 300 MARCONI BLVD., SUITE 106, COLUMBUS, OH, 43215
- Phone: 614-228-4300
- Latest filing: 2013-01-18
- Regulatory AUM: $282.7M
- Discretionary AUM: $235.4M
- Non-discretionary AUM: $47.2M
- Clients: 9
- Accounts: 385

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| PALMER MARK JOSEPH | 50% OWNER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; OWNER (+3 more) | — |
| PALMER MATTHEW DAVID | 50% OWNER / PRESIDENT; OWNER; OWNER / PRESIDENT (+2 more) | — |
| UPTON ROBERT TRAVIS | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109496/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109496/similar
- Related entities: https://search.stillhousedata.com/firm/109496/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109496

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.