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| Keyboard |
| William Joseph Capital Management Inc
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|---|---|
| CRD # | 226535 |
| SEC # | 801-119964 |
| CIK # | |
| AUM | 694.3 M (2026-03-31) |
| Employees | 27 (100% Investors, 0% Brokers) |
| Phone | 860-973-3214 |
| Address | 210 Red Stone Hill Road Bristol, CT 06010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,712 | 407.1 |
| (b) Individuals (high net worth individuals) | 167 | 287.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,879 | 694.3 |
| By Discretionary | ||
| Discretionary | 1,879 | 694.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,879 | 694.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 694.3 | |
| Total | 1,879 | 694.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LP Investment Management LLC
✚
|
TX | 696.1 M |
|
Maximai Investment Partners LLC
✚
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FL | 695.8 M |
|
Wembley Strategic Advisory LLC
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NY | 695.2 M |
|
Optimum Quantvest Corporation
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TX | 695.1 M |
|
Mayport LLC
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694.9 M | |
|
WMG Financial Advisors LLC
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TN | 693.8 M |
|
Cambridge Advisors Inc
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|
NE | 693.5 M |
|
SkyOak Wealth LLC
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|
MI | 692.7 M |
|
Verecan Capital Management Inc
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|
692.7 M | |
|
Covenant Asset Management LLC
✚
|
NJ | 692.6 M |