William Joseph Capital Management, Inc.

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Total assets under management

$465,072,406

Total clients

1,153

5% high-net worth

Total advisors

of 26 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$403,359

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees for comprehensive financial plans or specific analyses, negotiable; examples include $5,000 for comprehensive planning, $1,000 for specific analysis

Percentage

0.60% to 1.35% annually, fees negotiated based on account size, relationship, and services provided

Commissions

Commissions received for sale of insurance products through affiliated insurance agency

Project-based

Hourly fees for ongoing financial planning and consulting, negotiable; example rate $250/hour

Other

Fee-only: Fixed fees for financial planning services, negotiable and based on scope and complexity (e.g., $5,000 for comprehensive plan); hourly fees negotiable (e.g., $250/hour)

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

William Joseph Capital Management, Inc.

210 Red Stone Hill Road, Suite 5

Bristol CT 06010, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 860.973.3214

Advisors at this firm

Kimberly S

Series 63, Series 66

Piedmont, SC

William Joseph Capital Management, Inc.

David C

Series 63, Series 65

Bristol, CT

William Joseph Capital Management, Inc.

Charles D

Series 65

Woodstock, CT

William Joseph Capital Management, Inc.

John P

Series 65

Somers, CT

William Joseph Capital Management, Inc.

Willliam M

Series 63, Series 65

Somers, CT

William Joseph Capital Management, Inc.

Justin B

CFP®, Series 66

Milford, PA

William Joseph Capital Management, Inc.

Christopher T

Series 65

Newnan, GA

William Joseph Capital Management, Inc.

Mark L

Series 63, Series 65

Fort Myers, FL

William Joseph Capital Management, Inc.

Richard K

Series 63, Series 65

Bethel, CT

William Joseph Capital Management, Inc.

Brianna S

Series 63, Series 65

Middletown, NY

William Joseph Capital Management, Inc.

Joseph G

Series 65

Bristol, CT

William Joseph Capital Management, Inc.

Adam D

Series 66

Rochester, NY

William Joseph Capital Management, Inc.

Jon T

Series 63, Series 65

Highland, NY

William Joseph Capital Management, Inc.

Bryan R

CFP®

Summverville, SC

William Joseph Capital Management, Inc.

Dean A

Series 65

Madison, CT

William Joseph Capital Management, Inc.

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