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Joseph Capital Management, LLC (Hernando)


Joseph Capital Management, LLC is a large advisory firm based in Hernando. It manages $145.83 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, New York, and North Carolina.

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Joseph Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Joseph Capital Management: assets under management

The assets under management (AUM) of Joseph Capital Management, LLC is $145.83 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $144.58 million in discretionary accounts and $1.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $840.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $626.61 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Joseph Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Alvah Lester Cox Shareholder 1 Sep 2001 25% - 50% 4458959
Ronald Alan Rhoades Shareholder 1 Sep 2001 75% - 100% 4458963

Based in Hernando

The principal office where Joseph Capital Management, LLC performs its advisory services is located at 2450 N. Citrus Hills Blvd., Hernando, FL 34442 5348, which is also the mailing address of the firm. An additional office of the firm is in Hauppauge, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 352-746-4460 or by fax 352-746-0816. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.josephcapitalmanagement.com.


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