Welcome to Capital Portfolio Advisors, Inc.

Dennis Delphenich

Welcome! I am Dennis Delphenich, founder of Capital Portfolio Advisors, Inc.  

 

Capital Portfolio Advisors, Inc. was designed for the investor looking for a one-on-one relationship with an experienced financial advisor who listens, explains things in straightforward terms, and gives advice based on the client's best interests. 

 

Capital Portfolio Advisors, Inc. was founded in 1993 as a registered investment advisor based in Dayton, Ohio.  We are completely independent from the companies that provide investment products.

 

Learn more about our Scope of Services.

 

Capitol Portfolio Advisors

What distinguishes us

  • Flexible approach to managing portfolios to "shift gears" due to market conditions.
  • Management fee-based investment advisory services instead of commission-based.
  • Independence - we represent you, not the financial companies.  
  • Registered investment advisor -  we have a fiduciary responsibility to each client.
  • Robust and dynamic client service and communication.

About Us

 

Meeting

Our First Meeting

In our initial meeting, I will sit down with you and find out what you are looking for, how I might be able to fit, what information needs gathered and what the next step will be.  We can also discuss any questions or concerns you may have about me, my firm, my background, compensation, or my approach.

Contact Dennis

 

 

 

 

 

 

 

 

 

 

 

 

Disclosure

Capital Portfolio Advisors, Inc. (CPAI) is a registered investment advisor with the Securities Exchange Commission under the Investment Adviser Act of 1940.  CPAI does not provide personal financial advice via this website.  CPAI's website is limited to the dissemination of general information pertaining to its investment advisory services.  This website is believed to provide accurate and authoritative information in regards to the subject matter covered.  The accuracy of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional services.  The presence of this web site shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state in which CPAI is not currently authorized to do so.  CPAI may only transact business in those states in which it is licensed, or qualifies for an exemption or exclusion from licensing requirements.  Form ADV Part II, which details the business practices, services offered, and related fees of CPAI, is available upon request, or click here.