William Joseph Capital Management, Inc.
William Joseph Capital Management, Inc. is an SEC-registered mass-market adviser in Bristol, CT with $694.3M assets under management (AUM, regulatory AUM), +49% over one year. See who owns William Joseph Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226535, SEC 801-119964, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $694.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Bristol, CT
- Employees
- 27
- Clients
- 1,879
- CRD
- 226535
- Ownership
- SWEENEY, MATTHEW, THOMAS; BOLMGREN, JUSTIN, KARL; GOSS, JOSEPH, ELZIE; BOLMGREN, NICHOLE, HELEN; COSTENBADER, WALTER, RUSSELL
How much AUM does William Joseph Capital Management, Inc. have?
William Joseph Capital Management, Inc. reported $694.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns William Joseph Capital Management, Inc.?
Disclosed owners and executives of William Joseph Capital Management, Inc. include SWEENEY, MATTHEW, THOMAS, BOLMGREN, JUSTIN, KARL, GOSS, JOSEPH, ELZIE, BOLMGREN, NICHOLE, HELEN, COSTENBADER, WALTER, RUSSELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.