Capital Portfolio Management, Inc.

Capital Portfolio Management, Inc. (CRD# 29302) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $1,736,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,736,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
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.

MD

Financial Advisors at Capital Portfolio Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Patrick V. Dyer
CRD#: 1668143
2205 York Road Suite 203, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Patrick Dyer (CRD# 1668143) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 28 years of experience in the finance industry.

2
Jason E. Cooper
CRD#: 3060587
2205 York Road, Suite 203, Lutherville-Timonium, MD 21093
83
Wealthminder
score

Jason Cooper (CRD# 3060587) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 7 years of experience in the finance industry.

3
Robert M. Dougherty
CRD#: 1009839
2205 York Road, Suite 203, Lutherville-Timonium, MD 21093
83
Wealthminder
score

Robert Dougherty (CRD# 1009839) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 35 years of experience in the finance industry.

4
Charles L. Laubach
CRD#: 1097453
2205 York Road, Suite 203, Lutherville-Timonium, MD 21093
58
Wealthminder
score

Charles Laubach (CRD# 1097453) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 33 years of experience in the finance industry.

5
Alexander P. Brown
CRD#: 31944
2205 York Road, Suite 203, Lutherville-Timonium, MD 21093
48
Wealthminder
score

Alexander Brown (CRD# 31944) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 37 years of experience in the finance industry.

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