William Joseph Capital Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

226535

SEC number

801-119964

Firm type

RIA

Assets under management

$694.3M as of Mar 31, 2026

Website

www.facebook.com/WJCMLLC ↗

Phone

860.973.3214

Address

210 Red Stone Hill Road, Bristol, CT, 06010

Advisors at this firm

28 in our index · page 1 of 1

• Dean AnatraCRD 6604951 · Madison, CT
  IA Registered
• Justin Karl BolmgrenCRD 4673059 · Milford, PA
  IA Registered
• Michael Joseph CharletonCRD 1048290 · Rochester, NY
  IA RegisteredRegistration inactive
• David Lee CowanCRD 1445632 · Noth Haven, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Talia Marie CyrCRD 7833230 · Warren, RI
  IA Registered
• Adam Thomas DrinkwaterCRD 6489905 · Rochester, NY
  IA RegisteredRegistration inactive
• Charles Peter DufourCRD 1279085 · Woodstock, CT
  IA Registered
• Joseph Elzie GossCRD 5115607 · Bristol, CT
  IA Registered
• Mindy Nicole GallinaCRD 7603562 · Hampstead, NC
  IA Registered
• Richard Joseph KnudsenCRD 2879347 · Bethel, CT
  IA Registered
• Mark Daniel LablanceCRD 2437487 · Fort Myers, FL
  IA Registered
• Jonathan D LeuchsCRD 7245677 · East Greenwich, RI
  IA RegisteredRegistration inactive
• Willliam Joseph MccloskeyCRD 4802108 · Somers, CT
  IA Registered
• Steven F MinningerCRD 5288131 · Newport, RI
  IA RegisteredRegistration inactive
• Morgan Nichole MarxCRD 6595524 · Leander, TX
  IA Registered
• Bianca Michelle NoiseuxCRD 3148858 · Palm Coast, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Michael PoitrasCRD 7909604 · Somers, CT
  IA Registered
• Bryan J. RicciCRD 6550511 · Summverville, SC
  IA Registered
• Alexander F RascionatoCRD 7376646 · Tampa, FL
  IA Registered
• Daphne Lynn RobersonCRD 6618543 · Bristol, CT
  IA Registered
• Matthew Thomas SweeneyCRD 5705171 · Bristol, CT
  IA Registered
• Kimberly B SparksCRD 2748868 · Piedmont, SC
  IA RegisteredRegistration inactive
• Brianna Leah SternkopfCRD 7170461 · Middletown, NY
  IA RegisteredRegistration inactive
• Jon D. TannerCRD 1895039 · Highland, NY
  IA Registered
  Disclosure event(s) on record
• Christopher R. Torres-GilbesCRD 6141128 · Newnan, GA
  IA Registered
• James Michael TuoheyCRD 1828227 · Hot Springs, AR
  IA Registered
  Disclosure event(s) on record
• Edward Peter YetskoCRD 1782335 · Vestal, NY
  IA RegisteredRegistration inactive
• Sondra Ilene ZieglerCRD 6928483 · Lubbock, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.