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. 

 

In 1993, Dennis set up Capital Portfolio Advisors Inc.

as a Registered Investment Advisor to better align his

services with the client's interests and to take advantage

of a more flexible type of account for his clients where

he could more easily cherrypick investments for his clients

from an incredibly vast array of investment opportunities. 

 

These accounts have low commissions or no commissions

at all, and advisor compensation comes from low ongoing

management fees based solely on the size of the account

instead of a trading commission every time there is a transaction. 

 

These accounts are better designed to allow "gear shifting"

or allocation changes and they align the advisor's interests

with the client as we both want to see the account prosper. 

And gone are the many conflicts of interest inherent with a

commission-based approach.

 

Capital Portfolio Advisors, Inc. has grown to manage over

$56,000,000 of client nest eggs at the start of 2018.  

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Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458

 

Phone

937 299-9111

 

You can also use our secure contact form.

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