Capital Portfolio Advisors, Inc.

Capital Portfolio Advisors, Inc. (CRD# 119708) is a financial advisory firm headquartered in Centerville, OH. They manage $56,829,816 in 152 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $373,880
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, OH, TX

Financial Advisors at Capital Portfolio Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Dennis C. Delphenich
CRD#: 1854723
67 Rhoads Center Drive, Centerville, OH 45458
93
Wealthminder
score

Dennis Delphenich (CRD# 1854723) is an Investment Advisor Representative working at Capital Portfolio Advisors, Inc. in Centerville, OH and has over 29 years of experience in the finance industry.

2
Michael K. Swanger
CRD#: 2230515
Lebanon, OH
93
Wealthminder
score

Michael Swanger (CRD# 2230515) is an Investment Advisor Representative working at Capital Portfolio Advisors, Inc. in Lebanon, OH and has over 20 years of experience in the finance industry.

3
Jennifer L. Adamson
CRD#: 6220985
67 Rhoads Center Drive, Centerville, OH 45458
90
Wealthminder
score

Jennifer Adamson (CRD# 6220985) is an Investment Advisor Representative working at Capital Portfolio Advisors, Inc. in Centerville, OH and has over 4 years of experience in the finance industry.

4
Daniel S. Libstorff
CRD#: 6347838
67 Rhoads Center Drive, Centerville, OH 45458
90
Wealthminder
score

Daniel Libstorff (CRD# 6347838) is an Investment Advisor Representative working at Capital Portfolio Advisors, Inc. in Centerville, OH and has over 3 years of experience in the finance industry.

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