Welcome to Capital Portfolio Advisors, Inc.
Our firm was 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.
Our clients have a personal financial advisor who:
- Has a one-on-one relationship with them
- Understands them
- Helps them plan and get on track
- Discusses ongoing financial concerns
- Actively manages their portfolio
- Utilizes advanced portfolio management and trading technology
- Provides ongoing guidance and updates
- Does not receive commissions
- Coordinates with their accountant and attorney
Our goal is to improve the story of your life by strategically positioning your financial independence on your terms.
Capital Portfolio Advisors, Inc. was founded in 1993 as a registered investment advisor based
in Centerville, Ohio with clients in multiple states across the country.
We currently accept new clients thoughtfully with the desire and expectation that they will be clients for life.
What We Do
Discover what makes us different and how we put our clients first.
Meet Us
Meet Capital Portfolio Advisors, Inc.
Contact Us
Email, office address, phone.
Account Access
View your accounts, archived statements, tax docs, performance and market commentary.
investment advisor, adviser, financial consultant, financial planner, estate planner, stockbroker, CFP, MBA, registered investment advisor, RIA, independent, financial advisor, wirehouse, insurance agent, stocks bonds mutual funds exchange traded funds, ETF, IRA Rollover, investment portfolio, investment management, wealth management, wealth advisor, retirement planning, estate planning, college funding, financial planning, life insurance, disability insurance, long-term care insurance, tactical asset allocation, investment research, smart beta
Disclosure
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.
Print 