William Joseph Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bristol, CT. Its latest Form ADV filing, dated March 31, 2026, reports $694M in regulatory assets under management, 27 employees, 27 offices, and 1,879 accounts.
Assets Under Management
$694M
Employees
27
Offices
27 offices
Total Clients
1,879
Primary office
BRISTOL, CT
210 RED STONE HILL ROAD, SUITE 5, BRISTOL, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.1% of total clients.
Top client categories% of clientsClients
1
Individuals
91.1%
1,712
2
HNWI
8.9%
167
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$694Mas of March 31, 2026
Discretionary100.0%
$694M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$694M
Total Accounts1,879
10Y AUM Change+$593M (+582.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee70:1
10Y Employee Change+12 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.