Be advised. This firm is no longer registered.

Capital Portfolio Advisors, Inc.

Capital Portfolio Advisors, Inc. (CRD# 119708) is a financial advisory firm headquartered in Centerville, OH. They manage $86,423,713 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
67 Rhoads Center Drive, Centerville, OH 45458
https://www.linkedin.com/in/dan-libstorff-796b3813/
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $496,688
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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Capital Portfolio Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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