WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
CRD #226535 SEC #801-119964 BRISTOL, CT 860.973.3214
SEC Registered
Total AUM
$465.1M
Discretionary
$465.1M
Employees
26
Clients
25
Accounts
1,153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $465.1M | $465.1M | $0 | 26 | 20 |
| Jul 2025 | $465.1M | $465.1M | $0 | 26 | 20 |
| May 2025 | $465.1M | $465.1M | $0 | 26 | 20 |
| Mar 2025 | $465.1M | $465.1M | $0 | 26 | 20 |
| Mar 2025 | $465.1M | $465.1M | $0 | 26 | 20 |
| Sep 2024 | $270.2M | $270.2M | $0 | 19 | 20 |
| Aug 2024 | $270.2M | $270.2M | $0 | 19 | 20 |
| Jul 2024 | $270.2M | $270.2M | $0 | 19 | 20 |
| Mar 2024 | $270.2M | $270.2M | $0 | 19 | 20 |
| Jan 2024 | $201.3M | $201.3M | $0 | 16 | 20 |
| Jan 2024 | $201.3M | $201.3M | $0 | 16 | 20 |
| Apr 2023 | $201.3M | $201.3M | $0 | 16 | 20 |
| Mar 2023 | $201.3M | $201.3M | $0 | 16 | 20 |
| Jan 2023 | $174.4M | $174.4M | $0 | 16 | 10 |
| Nov 2022 | $174.4M | $174.4M | $0 | 16 | 10 |
| Nov 2022 | $174.4M | $174.4M | $0 | 16 | 10 |
| Oct 2022 | $174.4M | $174.4M | $0 | 16 | 10 |
| Mar 2022 | $174.4M | $174.4M | $0 | 15 | 10 |
| Mar 2022 | $174.4M | $174.4M | $0 | 15 | 10 |
| Oct 2021 | $114.2M | $114.2M | $0 | 15 | 10 |
| Aug 2021 | $114.2M | $114.2M | $0 | 15 | 10 |
| Aug 2021 | $114.2M | $114.2M | $0 | 15 | 10 |
| Aug 2021 | $114.2M | $114.2M | $0 | 15 | 10 |
| May 2021 | $114.2M | $114.2M | $0 | 15 | 10 |
| Mar 2021 | $114.2M | $114.2M | $0 | 15 | 10 |
| Nov 2020 | $101.7M | $101.7M | $0 | 15 | 3 |
DateAug 2025
Total AUM$465.1M
Discretionary$465.1M
Non-Disc.$0
Employees26
Clients20
DateJul 2025
Total AUM$465.1M
Discretionary$465.1M
Non-Disc.$0
Employees26
Clients20
DateMay 2025
Total AUM$465.1M
Discretionary$465.1M
Non-Disc.$0
Employees26
Clients20
DateMar 2025
Total AUM$465.1M
Discretionary$465.1M
Non-Disc.$0
Employees26
Clients20
DateMar 2025
Total AUM$465.1M
Discretionary$465.1M
Non-Disc.$0
Employees26
Clients20
DateSep 2024
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees19
Clients20
DateAug 2024
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees19
Clients20
DateJul 2024
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees19
Clients20
DateMar 2024
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees19
Clients20
DateJan 2024
Total AUM$201.3M
Discretionary$201.3M
Non-Disc.$0
Employees16
Clients20
DateJan 2024
Total AUM$201.3M
Discretionary$201.3M
Non-Disc.$0
Employees16
Clients20
DateApr 2023
Total AUM$201.3M
Discretionary$201.3M
Non-Disc.$0
Employees16
Clients20
DateMar 2023
Total AUM$201.3M
Discretionary$201.3M
Non-Disc.$0
Employees16
Clients20
DateJan 2023
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees16
Clients10
DateNov 2022
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees16
Clients10
DateNov 2022
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees16
Clients10
DateOct 2022
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees16
Clients10
DateMar 2022
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees15
Clients10
DateMar 2022
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees15
Clients10
DateOct 2021
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees15
Clients10
DateAug 2021
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees15
Clients10
DateAug 2021
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees15
Clients10
DateAug 2021
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees15
Clients10
DateMay 2021
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees15
Clients10
DateMar 2021
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees15
Clients10
DateNov 2020
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees15
Clients3