Adam Thomas Drinkwater
Investment adviser representative at William Joseph Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
$694.3MFirm assets
5 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- William Joseph Capital Management, Inc.Nov 2025 to now
- William Joseph Capital Manangement, Inc.Nov 2025 to now
- Osaic Wealth, Inc.Oct 2024 to Nov 2025
- American Portfolios Financial Services, Inc.May 2015 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6489905
- Firm CRD
- 226535