CAPITAL PORTFOLIO MANAGEMENT, INC.

Broker-DealerFINRA MemberEst. 1991

Total AUM

$15.8M

Discretionary

$15.8M

100% of AUM

Accounts

30

Employees

1

Advisory reps

15

Brokerage reps

1

Firm details

Headquarters: TIMONIUM, Maryland
CRD number: 29302
Registered since: October 23, 1991
Website: www.cpminvestments.com
Custodians: HILLTOP SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Individuals53.16%
HNWI34.18%
Corporations / Businesses12.66%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Capital Portfolio Management, Inc. is a corporation that has been registered with the SEC since 1991. The firm primarily serves individual and family clients, as well as institutional clients, offering portfolio management and pension consulting services. It operates as both a broker-dealer and an insurance broker. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While it does not actively pursue ESG investments, it has established a reputation in managing portfolios tailored to the specific needs of its clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities60%
Public Funds/Mutual Funds30%
Other10%

Contacts

3 of 15

LAVENA RUTH TAYLOR
ShareholderCRD 2579245
LELAND CHEYNE
Registered RepresentativeCRD 840895
PATRICK DYER
PresidentCRD 1668143

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

TIMONIUM, MD

BALTIMORE

Location

TIMONIUM, MD

Headquartered in TIMONIUM, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: BALTIMORE
Address: 9515 Deereco Rd
Time zone: ET (UTC-5)
Office locations

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