Dennis Delphenich, financial advisor Centerville OH

Dennis Delphenich

CRD Number: 1854723
Current Firm: Capital Portfolio Advisors, Inc.

Dennis Delphenich (CRD# 1854723) is an Investment Advisor Representative working at Capital Portfolio Advisors, Inc. in Centerville, OH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Portfolio Insurance Brokerage, LLC Centerville, OH Jan 2014 - Current 8
Capital Portfolio Advisors, Inc. Centerville, OH Feb 2003 - Current 19
Capital Portfolio Advisors Dayton, OH Sep 1993 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
Contact Info for Dennis C. Delphenich
Phone Number: 937-299-9111
Registered State(s):
  • FL
  • KY
  • MI
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $625,849
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, KY, MI, OH, TX

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