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Joseph Elzie Goss

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.·BRISTOL, Connecticut
Series 65Clean record11 years registeredWILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
210 RED STONE HILL ROAD, BRISTOL, CT 06010CRD# 5115607Firm CRD# 226535

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Elzie Goss · BRISTOL, CT
Registration
CRD #5115607 · WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Jun 2015 – present
FAIRPORT ASSET MANAGEMENT CORP
Apr 2015 – Jun 2015
BRISTOL, CT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 29, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
CRD 226535 · SEC 801-119964
AUM
$270M
Regulatory assets under management
Employees
19
835 client accounts
Services offered by WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Joseph Elzie Goss offer?
Joseph Elzie Goss specializes in Financial Planning, Investment Management. Contact their office in BRISTOL, Connecticut for a consultation.
What are Joseph Elzie Goss's credentials?
Joseph Elzie Goss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Elzie Goss located?
Joseph Elzie Goss is based in BRISTOL, Connecticut, working with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Joseph Elzie Goss charge for services?
Joseph Elzie Goss's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.?
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. has approximately 19 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

Justin Karl Bolmgren
BRISTOL, CT
Matthew Thomas Sweeney
BRISTOL, CT
Walter Russell Costenbader
BRISTOL, CT
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