# WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. of BRISTOL, CT is an SEC-registered investment adviser.

## Registration

- CRD: 226535
- Type: SEC-registered investment adviser
- SEC file number: 801-119964
- Location: 210 RED STONE HILL ROAD, SUITE 5, BRISTOL, CT, 06010
- Phone: 860.973.3214
- Latest filing: 2026-03-31
- Regulatory AUM: $694.3M
- Discretionary AUM: $694.3M
- Clients: 27
- Accounts: 1,879

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Thomas Sweeney | PRESIDENT | — |
| Joseph Elzie Goss | SECRETARY | — |
| Walter Russell Costenbader | CHIEF COMPLIANCE OFFICER | — |
| Justin Karl Bolmgren | MANAGING PRINCIPAL, CHIEF OPERATIONS OFFICER | — |
| Nichole Helen Bolmgren | CHIEF FINANCIAL OFFICER | — |
| COSTENBADER WALTER RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| SWEENEY MICHAEL THOMAS | CHIEF COMPLIANCE OFFICER (CCO); MANAGING DIRECTOR | — |
| BOLMGREN JUSTIN KARL | CHIEF OPERATIONS OFFICER | — |
| GOSS JOSEPH ELZIE | MANAGING PRINCIPAL | — |
| Kimberly B Sparks | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/226535/brochure
- Similar advisers: https://search.stillhousedata.com/firm/226535/similar
- Related entities: https://search.stillhousedata.com/firm/226535/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/226535

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.