| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Elzie Goss Control | Secretary | 25-50% | 2015 |
| Justin Karl Bolmgren Control | Managing Principal, Chief Operations Officer | 25-50% | 2024 |
| Matthew Thomas Sweeney Control | President | 25-50% | 2015 |
William Joseph Capital Management, Inc. reports $465.1 million in regulatory assets under management on its Form ADV.
William Joseph Capital Management, Inc. reports 26 employees.
William Joseph Capital Management, Inc. is based in Bristol, CT and has been SEC-registered since 2020.
William Joseph Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $465.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $465.1M |