Joseph Christian Williams
Investment adviser representative at Capital Management LLC
19 yearsExperience
1 stateRegistered in
$383MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Capital Management LLCMay 2023 to now
- Williams Private Wealth Advisory & Consulting, LLCMay 2019 to now
- Raymond James Financial ServicesMay 2007 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Capital Management LLC
$383MAssets managed
238Clients
3Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2332156
- Firm CRD
- 109416