William Joseph Capital Management, INC.
Bristol, CT·SEC-registered · CRD #226535
William Joseph Capital Management, INC. is an SEC-registered investment advisory firm in Bristol, CT managing $694M across 1.9k client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$694M
Client accounts
1.9k
Advisory staff
27
Fee model
Fee-based
How William Joseph Capital Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about William Joseph Capital Management, INC.
How much does William Joseph Capital Management, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), William Joseph Capital Management, INC. reports $694M in regulatory assets under management across roughly 1.9k client accounts.
How does William Joseph Capital Management, INC. charge?
William Joseph Capital Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is William Joseph Capital Management, INC. a fiduciary?
Yes. William Joseph Capital Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #226535), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is William Joseph Capital Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks William Joseph Capital Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bristol, CT
Profile compiled from William Joseph Capital Management, INC.'s public SEC Form ADV filing (CRD #226535, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of William Joseph Capital Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with William Joseph Capital Management, INC.? Claim this profile.