Steven
Minninger
William Joseph Capital Management,LLC
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About this Advisor
Steven Minninger is a certified financial planner working in Newport, Rhode Island, with 1 year of industry experience. Minninger works at William Joseph Capital Management,LLC. Over the course of their career, Minninger has held roles at Securities America Inc, Securities America Advisors, Etico Wealth Management LLC, Etico Partners, LLC, Benchmark Investments, Inc, Etico Partners LLC and William Joseph Capital Management, LLC. Minninger has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and Rhode Island. William Joseph Capital Management,LLC is a registered investment business that has its headquarters in Bristol, CT. The company has offices in 14 locations and a total of 16 financial advisors. It has $201 million in assets among its 1,393 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,393 client accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. William Joseph Capital Management,LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. Fee types charged by William Joseph Capital Management,LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William Joseph Capital Management,LLC Brokerage Details
$201,251,887
16
1,393
$144,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Minninger Work History
Steven has been registered as a financial advisor for 1 years.*
Etico Partners LLC
William Joseph Capital Management, LLC
Benchmark Investments, Inc
Etico Wealth Management LLC
Etico Partners, LLC
Securities America Inc
Securities America Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Minninger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at William Joseph Capital Management,LLC
Lilburn, GA
Bristol, CT
Bristol, CT
Newport, RI
Bristol, CT
Bristol, CT
Bristol, CT
Hampstead, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
