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Capital Portfolio Management, Inc.

Headquartered in TIMONIUM, MD

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Firm Information

Capital Portfolio Management, Inc. is a corporation registered with the SEC and in 16 states. Founded in 1991, they provide portfolio management services for individuals, corporations, and pension plans. They manage over $17.5 million in assets, with a client base of 32 accounts. The firm has two licensed agents, two investment adviser representatives, and two registered representatives.

Capital Portfolio Management, Inc.

$17.50M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CAPITAL PORTFOLIO MANAGEMENT, INC. has a total of 3 branch locations across the country.
location

Frederick, MD

location

TIMONIUM, MD

location

Timonium, MD

Advisors at Capital Portfolio Management, Inc.

View All 5 Advisors
Unclaimed
R bruce Alderman

TIMONIUM, MD

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Michael Charles Lawrence

Timonium, MD

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Leland Russell Cheyne

TIMONIUM, MD

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Patrick Vincent Dyer

RA

TIMONIUM, MD

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Unclaimed
Steven Weihe Middleton

Timonium, MD

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Disclosures

There is public disclosure for Capital Portfolio Management, Inc.. Review regulatory record here.

Frequently Asked Questions (15)

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