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
$108,000,000 of client assets at the start of 2022.
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Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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