Steven F Minninger
Investment adviser representative at William Joseph Capital Management, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$694.3MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- William Joseph Capital Management, Inc.Oct 2022 to now
- Etico Partners LLCJan 2022 to Apr 2023
- Benchmark Investments, IncApr 2020 to Jan 2022
- Etico Wealth Management LLCAug 2018 to Oct 2022
- Etico Partners, LLCAug 2018 to Apr 2020
- Securities America AdvisorsMar 2010 to Aug 2018
- Securities America Inc.Mar 2010 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CT, RI).
William Joseph Capital Management, Inc.
$694.3MAssets managed
1,879Clients
29Advisers
5 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
- 5288131
- Firm CRD
- 226535