William Joseph Capital Management, Inc.

William Joseph Capital Management, Inc. is an SEC-registered investment advisory firm based in Connecticut, established in 2015 by Mr. Matthew Thomas Sweeney, Mr. Joseph “Jody” Elzie Goss, and Mr. Justin Bolmgren. The firm specializes in offering Wealth Management services, including advisory and financial planning services under the name "Admiralty Private Client Group." Clients can have their portfolios managed on a discretionary or non-discretionary basis, with services tailored to their financial and investment profiles. The firm uses qualified custodians like Schwab Advisor Services and other custodians to maintain custody of client funds and securities. Investment strategies include asset allocation, concentrated positions, and investments in small and large capitalization companies, among others. The firm employs various methods of analysis such as technical, fundamental, cyclical, quantitative, and qualitative analysis to provide investment advice. Clients have the option to place reasonable restrictions on their investments, and the firm may refer clients to sub-advisors for specialized investment strategies. Fees for advisory services range between 0.60% and 1.35% annually, billed quarterly, with negotiable fees for custom management and wealth management services. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high-net-worth individuals, charitable organizations, and businesses, with no minimum account size for advisory services. The firm does not have any disciplinary information to report and maintains high ethical standards, acting in the best interests of clients.