Welcome to Capital Portfolio Advisors, Inc.
We are not your typical financial advisory firm.
A new era of financial advice is dawning that puts clients first and removes the many conflicts of interest present with the traditional way of doing things.
While many traditional firms remain entranched in the ways of the past with outmoded legacy technology systems, stodgy investment approaches, inadequate client service models and onerous cost structures...
We do things differently.
Our firm is designed for the investor looking for a highly
interactive experience with a truly independent and objective
financial advisor that represents their interests and not the
interests of the financial industry.
Welcome!
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, secure document vault and performance.
Disclosure
Capital Portfolio Advisors, Inc. (CPAI) is a registered investment advisor with the Ohio Division of Securities, Florida Office of Financial Regulation, 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.
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