Capital Portfolio Management, Inc.

Broker-DealerFINRA MemberEst. 1991

Total AUM

$16.7M

Discretionary

$16.7M

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: Individuals51.5%
HNWI48.5%
Corporations / Businesses11.98%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Capital Portfolio Management, Inc. is a small, SEC-registered corporate RIA (established 1991) owned by an individual. Its client mix includes both individual and family investors as well as institutional relationships. The firm provides portfolio management for individuals and small businesses and lists pension consulting among its advisory services; it also operates as a broker-dealer and an insurance broker. Pricing is based on a percentage of assets under management. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

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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