# THE JOSEPH GROUP LLC

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

## Registration

- CRD: 165311
- Type: SEC-registered investment adviser
- SEC file number: 801-77130
- Location: 605 SOUTH FRONT STREET, SUITE 100, COLUMBUS, OH, 43215
- Phone: 614-228-4300
- Latest filing: 2026-03-26
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 25
- Accounts: 832

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Matthew David Palmer | CHAIRMAN/MEMBER | — |
| Robert Travis Upton | CEO/MEMBER | — |
| Bruce Scott Mizer | PRESIDENT/MEMBER; PRESIDENT/MEMBER & CCO | — |
| Todd Daniel Walter | CHIEF WEALTH PLANNING OFFICER/MEMBER | — |
| Jodi Picetti | DIRECTOR OF CLIENT SERVICES/CCO | — |
| PALMER MARK JOSEPH | CEO; CEO & CCO; CEO/CCO (+4 more) | — |
| PALMER MATTHEW DAVID | CEO; CHAIRMAN; CHAIRMAN/MEMBER (+4 more) | — |
| UPTON ROBERT TRAVIS | CEO/MEMBER; CIO/MEMBER; COO (+1 more) | — |
| MIZER BRUCE SCOTT | COO; COO & CCO; PRESIDENT & CCO (+1 more) | — |
| WALTER TODD DANIEL | CHIEF WEALTH PLANNING OFFICER; CHIEF WEALTH PLANNING OFFICER/MEMBER; DIRECTOR, ADVISORY SERVICES | — |
| Alexander David Durbin | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165311/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165311/similar
- Related entities: https://search.stillhousedata.com/firm/165311/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165311

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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.