CRD: 226535
William Joseph Capital Management, Inc.
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- Custodian
- Assetmark · Charles Schwab & Company · Fiduciary Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-23-2015
- Office Locations
- 24
Office Locations
About William Joseph Capital Management, Inc.
William Joseph Capital Management provides financial planning and portfolio management for individuals and families, business owners and retirees, employer retirement plans, and select institutions and nonprofits. Led by a CIO with in-house tax strategy support, the firm focuses on diversified asset allocation and risk management, with portfolios largely implemented via ETFs and mutual funds, plus insurance and estate/tax planning. Custody/platform relationships include Charles Schwab and AssetMark.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN KARL BOLMGREN
Chief Operations Officer, MANAGING PRINCIPAL
- CRD
- #4673059
- Ownership
- 25% but less than 50%
JOSEPH ELZIE GOSS
President, Secretary
- CRD
- #5115607
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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DEAN ANATRA
Owner
- CRD
- #6604951
MICHAEL JOSEPH CHARLETON JR
President, CEO, Financial Strategist, Senior Wealth Manager
- CRD
- #1048290
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $694,256,348 | $369,482 |
| Non-Discretionary | $0 | -- |
| Total | $694,256,348 | $369,482 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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