CAPITAL PORTFOLIO ADVISORS, INC.

DAYTON, Ohio·1 registered advisor·CRD# 119708
SEC# 801-66444937-299-9111
01

Firm Overview

AUM
$27M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITAL PORTFOLIO ADVISORS, INC.

1 registered advisor
Dennis Chapman Delphenich
DAYTON, Ohio
05

Office Locations

DAYTON, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. CAPITAL PORTFOLIO ADVISORS, INC. (CRD# 119708) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.