Capital Portfolio Management LLC

Capital Portfolio Management LLC (CRD# 127372) is a financial advisory firm headquartered in Topeka, KS. They manage $175,188,192 in 320 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
505 Sw Washburn Ave., Topeka, KS 66606
https://www.cpm-llc.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $547,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at Capital Portfolio Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Orindgreff, financial advisor Topeka KS
John P. Orindgreff
CRD#: 2114466
505 Sw Washburn Ave., Topeka, KS 66606

John Orindgreff (CRD# 2114466) is an Investment Advisor Representative working at Capital Portfolio Management LLC in Topeka, KS and has over 33 years of experience in the finance industry.

2
Jared Rand, financial advisor Topeka KS
Jared D. Rand
CRD#: 2425888
505 Sw Washburn Ave, Topeka, KS 66606

Jared Rand (CRD# 2425888) is an Investment Advisor Representative working at Capital Portfolio Management LLC in Topeka, KS and has over 30 years of experience in the finance industry.

3
James Dejulio, financial advisor Topeka KS
James Dejulio
CRD#: 1002774
505 Sw Washburn Ave., Topeka, KS 66606

James Dejulio (CRD# 1002774) is an Investment Advisor Representative working at Capital Portfolio Management LLC in Topeka, KS and has over 40 years of experience in the finance industry.

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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