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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 28, 2025
- Branch Offices
- 26
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLMGREN, NICHOLE, HELEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BOLMGREN, NICHOLE, HELEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| COSTENBADER, WALTER, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | D | Control |
| SWEENEY, MATTHEW, THOMAS | I | CHIEF COMPLIANCE OFFICER (CCO) | D | Control |
| BOLMGREN, JUSTIN, KARL | I | CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | MANAGING PRINCIPAL, CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | MANAGING PRINCIPAL, CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | MANAGING PRINCIPAL, CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | MANAGING PRINCIPAL, CHIEF OPERATIONS OFFICER | C | Control |
| BOLMGREN, JUSTIN, KARL | I | MANAGING PRINCIPAL, CHIEF OPERATIONS OFFICER | C | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | C | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | C | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | C | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | C | Control |
| GOSS, JOSEPH, ELZIE | I | MANAGING PRINCIPAL | C | Control |
| GOSS, JOSEPH, ELZIE | I | SECRETARY | C | Control |
| GOSS, JOSEPH, ELZIE | I | SECRETARY | C | Control |
| GOSS, JOSEPH, ELZIE | I | SECRETARY | C | Control |
| GOSS, JOSEPH, ELZIE | I | SECRETARY | C | Control |
| GOSS, JOSEPH, ELZIE | I | SECRETARY | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | MANAGING DIRECTOR | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | PRESIDENT | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | PRESIDENT | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | PRESIDENT | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | PRESIDENT | C | Control |
| SWEENEY, MATTHEW, THOMAS | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Aug 28, 2025 REGISTERED
Notice Filings (20)
AR CA CT FL GA IL IN MA ME MI NC NH NJ NY PA RI SC TX VA WI
Address
210 RED STONE HILL ROADSUITE 5
BRISTOL, CT 06010
United States
Phone: 860.973.3214