JOSEPH CAPITAL MANAGEMENT, LLC

HERNANDO, Florida·3 registered advisors·CRD# 116156

SEC# 801-68145352-746-4460

01

Firm Overview

AUM

$146M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at JOSEPH CAPITAL MANAGEMENT, LLC

3 registered advisors

Michael Joseph Tringali

HERNANDO, Florida

Ronald Alan Rhoades

HERNANDO, Florida

Sara Lynne Long

HERNANDO, Florida

05

Office Locations

HERNANDO, Florida

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Data sourced from SEC Form ADV filings. JOSEPH CAPITAL MANAGEMENT, LLC (CRD# 116156) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.