Nichole Bolmgren is a control person of William Joseph Capital Management and directly owns under 5% of it.
William Joseph Capital Management is an investment adviser based in Bristol, CT, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $694 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8133329
- Firm
- William Joseph Capital Management · CRD 226535
- Role
- Chief Financial Officer
- In role since
- June 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Bristol, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Nichole Bolmgren work?
Nichole Bolmgren has been Chief Financial Officer of William Joseph Capital Management, Inc. since June 2025, and is a control person of the firm.
How can I verify Nichole Bolmgren’s record?
Nichole Bolmgren’s role is listed on William Joseph Capital Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 226535.
