Disclosure Brochure

In addition to being held to a fiduciary standard with each client, another advantage of working with a Registered Investment Advisor is that there is full disclosure.  

As a Registered Investment Advisor, Capital Portfolio Advisors, Inc. is required to give our clients a disclosure brochure that we also file with the Ohio Division of Securities.  This brochure provides information about the qualifications and business practices of Capital Portfolio Advisors, Inc.