Nicholas D. Boyden

THE JOSEPH GROUP CAPITAL MANAGEMENT

Columbus, OH 43215

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CRD#: 6114391

Professional summary

Nicholas David Boyden is a registered financial advisor currently at THE JOSEPH GROUP CAPITAL MANAGEMENT located in Columbus, Ohio.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nicholas has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas David Boyden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2021 - Present

THE JOSEPH GROUP CAPITAL MANAGEMENT

Office #1: 605 South Front Street Suite 100, Columbus, OH 43215

RIA

CRD#: 165311

Columbus, OH

Past

October 8, 2015 - November 12, 2015

EDWARD JONES

RIA

CRD#: 250

ST LOUIS, MO

Past

October 8, 2015 - November 12, 2015

EDWARD JONES

CRD#: 250

ST LOUIS, MO

Past

October 10, 2013 - September 24, 2015

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

November 6, 2012 - September 24, 2015

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE JOSEPH GROUP CAPITAL MANAGEMENT

THE JOSEPH GROUP CAPITAL MANAGEMENT | THE JOSEPH GROUP LLC

CRD#: 165311 / SEC#: 801-77130

RIA

Registered Investment Advisory firm - (10/3/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(9/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/29/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/11/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/12/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/5/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE JOSEPH GROUP CAPITAL MANAGEMENT

THE JOSEPH GROUP CAPITAL MANAGEMENT | THE JOSEPH GROUP LLC

CRD#: 165311 / SEC#: 801-77130

RIA

Registered Investment Advisory firm - (10/3/2012 Approved)

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Contact information

Main Address

605 South Front Street Suite 100, Columbus, OH 43215

Mailing Address

Phone number

(614) 228-4300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE JOSEPH GROUP CAPITAL MANGEMENT (4/17/2025)

Regulatory assets under management

Total Number of Accounts	796
AUM (Assets Under Management)	$ 947,008,553

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Nicholas D. Boyden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas David Boyden's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

THE JOSEPH GROUP CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/2013

Series 65

Date: 10/11/2013

SIE

Date: 11/12/2015

Series 7

Date: 10/29/2015

Series 6

Date: 11/5/2012

Current Firm

THE JOSEPH GROUP CAPITAL MANAGEMENT

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE JOSEPH GROUP CAPITAL MANAGEMENT

TRUST BUT VERIFY

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