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

Disclosure Brochure

In addition to being held to a fiduciary standard with each client, another

advantage of working with a Registered Investment Advisor is that there

is full disclosure.  

 

As a Registered Investment Advisor, Capital Portfolio Advisors, Inc. is required

to give our clients a disclosure brochure that we also file with our government

regulators in Ohio, Michigan, Texas and Kentucky.  This brochure provides information

about the qualifications and business practices of Capital Portfolio Advisors, Inc.

 

Capital Portfolio Advisors, Inc. Disclosure Brochure
ADV Part 2A.pdf
Adobe Acrobat document [567.4 KB]

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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