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Dennis Chapman Delphenich

CAPITAL PORTFOLIO ADVISORS, INC.·DAYTON, Ohio
Clean recordCAPITAL PORTFOLIO ADVISORS, INC.
3131 S. DIXIE DRIVE, DAYTON, OH 45439CRD# 1854723Firm CRD# 119708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Chapman Delphenich · DAYTON, OH
Registration
CRD #1854723 · CAPITAL PORTFOLIO ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dennis Chapman Delphenich is a registered financial advisor based in DAYTON, Ohio, affiliated with CAPITAL PORTFOLIO ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL PORTFOLIO ADVISORS, INC.
CAPITAL PORTFOLIO ADVISORS, INC.
AUM
$27M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL PORTFOLIO ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1854723
Firm CRD# 119708
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dennis Chapman Delphenich offer?
Dennis Chapman Delphenich specializes in Financial Planning, Investment Management. Contact their office in DAYTON, Ohio for a consultation.
What are Dennis Chapman Delphenich's credentials?
Dennis Chapman Delphenich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Chapman Delphenich located?
Dennis Chapman Delphenich is based in DAYTON, Ohio, working with CAPITAL PORTFOLIO ADVISORS, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Dennis Chapman Delphenich charge for services?
Dennis Chapman Delphenich's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PORTFOLIO ADVISORS, INC.?
CAPITAL PORTFOLIO ADVISORS, INC. has approximately 1 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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