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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