Capital Portfolio Management, Inc.

Broker-DealerFINRA Member
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%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Capital Portfolio Management, Inc. is a small, Maryland-based investment advisory corporation owned by an individual and focused on serving individual and family clients. The firm provides portfolio management for individuals and small businesses and lists pension consulting services among its advisory activities. It also operates as a broker-dealer and an insurance broker, and charges fees based on a percentage of assets under management. The firm does not identify as an active ESG investor and is registered at the state level in Maryland rather than operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 30%, Other 10%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds30%
  • Other10%

Contacts

3 of 15
  • Patrick Dyer

    Patrick Dyer

    PresidentCRD 1668143

  • Lavena Ruth Taylor

    ShareholderCRD 2579245

  • Kristin W Middleton

    CRD 4664838

Unlock 12 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Similar firms

Washington Securities Corporation

Broker-Dealer

Chevy Chase, MD

AUM $7MTEAM 10REPS 8

Global Brokerage Services, Inc.

Broker-Dealer

Hunt Valley, MD

AUM $163MTEAM 6REPS 10

Chapin Davis Asset Management

Broker-Dealer

Baltimore, MD

AUM $643MTEAM 26REPS 25

Founders Financial Securities, LLC

Broker-Dealer

Towson, MD

AUM $4.1BTEAM 139REPS 133

Harbor Investment Advisory, LLC

Broker-Dealer

Lutherville, MD

AUM $6.9BTEAM 35REPS 33

Profunds Distributors, Inc.

Broker-Dealer

Bethesda, MD

AUM —REPS 44
More Broker-Dealers in Timonium →All Maryland Broker-Dealers →