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
By the Numbers
-
Total Assets Under Management86MILLION
-
Total Number of Accounts174ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Capital Portfolio Advisors, Inc.
No Advisor Found.
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