William Joseph Capital Management, Inc.
● SEC registered since 2020CRD 226535SEC# 801-119964Bristol, CT
Reg. AUM
$694.3M
Employees
27
Accounts
1,879
Location
Bristol, CT
William Joseph Capital Management, Inc. assets under management
William Joseph Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Bristol, CT. The firm has been registered since 2020. It reports $694.3 million in regulatory assets under management and employs 27 people.
William Joseph Capital Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Elzie Goss Control | Secretary | 25-50% | 2015 |
| Justin Karl Bolmgren Control | Managing Principal, Chief Operations Officer | 25-50% | 2024 |
| Kimberly B Sparks Control | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does William Joseph Capital Management, Inc. manage?
William Joseph Capital Management, Inc. reports $694.3 million in regulatory assets under management on its Form ADV.
How many employees does William Joseph Capital Management, Inc. have?
William Joseph Capital Management, Inc. reports 27 employees.
Where is William Joseph Capital Management, Inc. located?
William Joseph Capital Management, Inc. is based in Bristol, CT and has been SEC-registered since 2020.
Does William Joseph Capital Management, Inc. disclose fund performance?
William Joseph Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 210 Red Stone Hill Road, Suite 5, Bristol, CT 06010 |
| Phone | 860.973.3214 |
| Fax | 860-584-8462 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$694.3M▲ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$694.3Mregulatory AUM
Discretionary $694.3M