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Joseph Christian Williams

CAPITAL MANAGEMENT LLC·GREENSBORO, North Carolina
Clean recordCAPITAL MANAGEMENT LLC
628 GREEN VALLEY ROAD, GREENSBORO, NC 27408CRD# 2332156Firm CRD# 109416

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Christian Williams · GREENSBORO, NC
Registration
CRD #2332156 · CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Christian Williams is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL MANAGEMENT LLC
CAPITAL MANAGEMENT LLC
AUM
$325M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2332156
Firm CRD# 109416
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Christian Williams offer?
Joseph Christian Williams specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Joseph Christian Williams's credentials?
Joseph Christian Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Christian Williams located?
Joseph Christian Williams is based in GREENSBORO, North Carolina, working with CAPITAL MANAGEMENT LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Joseph Christian Williams charge for services?
Joseph Christian Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL MANAGEMENT LLC?
CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL MANAGEMENT LLC

David Peele Gray
GREENSBORO, NC
James Kirk Glenn
GREENSBORO, NC
Robert E Wiggins
GREENSBORO, NC

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Nearby cities in North Carolina
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Research
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