Joseph Anthony Patterson
CFP®Professional Summary
Joseph Anthony Patterson, CFP®, who also goes by Joe Patterson, is a registered financial advisor currently at FOSTER & MOTLEY INC located in Cincinnati, Ohio. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joe Patterson
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAPITAL ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.
Contact Information
Main Address
7755 Montgomery Road Suite 100, Cincinnati, OH 45236Phone Number
(513) 561-6640# of Employees
51SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
926AUM (Assets Under Management)
$2,936,499,871Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2026 | Cover Page | Report |
| 01/09/2026 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 01/25/2024 | Cover Page | Report |
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CAPITAL ADVISORY SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.
State Registrations and Notice Filings
(5/13/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Anthony Patterson's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC