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.
investment advisor, adviser, financial consultant, financial planner, estate planner, stockbroker, CFP, MBA, registered investment advisor, RIA, independent, financial advisor, Merrill Lynch, Morgan Stanley, UBS, wirehouse, insurance agent, stocks bonds mutual funds exchange traded funds, IRA Rollover, investment portfolio, investment management, wealth management, wealth advisor, retirement planning, estate planning, college funding, Dennis Delphenich
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
Email us on our secure contact form.
Sign up to have our client newsletter delivered to your inbox.
Log into your secure online portal.