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WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

CRD 226535 · SEC 801-119964

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210 RED STONE HILL ROAD, SUITE 5, BRISTOL, CT, 06010, United States

Phone

860.973.3214

Fax

860-584-8462

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$694.3M

Discretionary AUM

$694.3M

Team

27 total employees; 27 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1712$407.1M
High net worth individuals167$287.1M

States served

AR, GA, IL, IN, ME, MA, MI, NJ, NY, NC, PA, RI, SC, VA, WI, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD