Investment adviser · CRD 119708

CAPITAL PORTFOLIO ADVISORS, INC.

Investment adviser filing (IA)

DAYTON, OH, United States · Form ADV filed Apr 26, 2012

Regulatory AUM
$27M
Form ADV · Item 5.F
Client accounts
117
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 26, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

3131 S. DIXIE DRIVE, SUITE 105
DAYTON, OH, 45439, United States

CRD 119708

Filing source

Form ADV 642308 · Apr 26, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.