Capital Portfolio Management LLC

Capital Portfolio Management LLC (CRD# 127372) is a financial advisory firm headquartered in Topeka, KS. They manage $65,834,000 in 335 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $196,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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.

KS, MO, TX

Financial Advisors at Capital Portfolio Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
John P. Orindgreff
CRD#: 2114466
2001 Grand Blvd., Suite 200, Kansas City, MO 64108
93
Wealthminder
score

John Orindgreff (CRD# 2114466) is an Investment Advisor Representative working at Capital Portfolio Management LLC in Kansas City, MO and has over 25 years of experience in the finance industry.

2
Jared D. Rand
CRD#: 2425888
505 Sw Washburn Ave, Topeka, KS 66606
93
Wealthminder
score

Jared Rand (CRD# 2425888) is an Investment Advisor Representative working at Capital Portfolio Management LLC in Topeka, KS and has over 22 years of experience in the finance industry.

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