We are not your typical financial advisory firm.
Our firm is designed for the investor looking for a truly independent and objective financial advisor that represents their interests and not the interests of the financial industry.
We've developed and refined a process to deliver a highly interactive client experience where you're put on an efficient pathtway for success tailored just for you.
Our process helps to create clarity and confidence in your future and adapts as your life unfolds and the financial markets evolve.
Capital Portfolio Advisors, Inc. was founded in 1993 as an independent registered investment advisor based in Centerville, Ohio with clients across the country.
We currently accept new clients thoughtfully with the desire and expectation that they will be clients for life.
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Capital Portfolio Advisors, Inc. (CPAI) is a registered investment advisor with the Ohio Division of Securities, Texas State Securities Board, Michigan Department of Licensing and Regulatory Affairs and the Kentucky Division of Securities 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 2A and 2B, which details the business practices, services offered, and related fees of CPAI, is available upon request, or click here.