RIA Intel›Advisers›Connecticut›WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

Advisory

N·BRISTOL, CT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$694M
1-Year AUM Growth
+34.3%
3-Year CAGR
+32.2%
Employees
27
Assets Under Management
Total AUM$694M
Discretionary AUM$694M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,153
Team
Total Employees27
Investment Advisers27
Employee Growth (1Y)+18.8%
Filing History
Total Filings on Record21
First FilingNov 12, 2020
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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