A Registered Investment Advisor Since 1993
A Registered Investment Advisor Since 1993 

Firm History

Capital Portfolio Advisors has an established presence in the industry and was founded in 1993 by Dennis Delphenich. 

 

Before founded the firm, Dennis started out with a very large financial planning firm in Boston, MA in 1988.  His practice began commission-based which the norm was back then.

 

Dennis learned early on that even wonderfully talented and well-meaning advisors can be quite restricted and compromised when trying to advise cleints in a traditional commission-based environment and all of the conflicts of interest that come with it. 

 

Dennis broke free in 1993 and set up Capital Portfolio Advisors                                                    Inc. as a Registered Investment Advisor, or RIA. 

 

As an RIA, the advisor is held to a higher professional standard

and the interests of the advisor and client are finally aligned. 

 

Advisor compensation is no longer tied to transactions; it's tied

to client success.

 

Today, we manage our client accounts on a state-of-the-art

custodial platform with $0 trading commissions

 

Capital Portfolio Advisors, Inc. has grown to manage over

$78,000,000 of client assets at the start of 2021.  

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Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458

 

Phone

(937) 299-9111

 

Email us on our secure contact form.

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