CRD: 29302
Capital Portfolio Management, Inc.
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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-03-1992
- Office Locations
- 1
Office Locations
About Capital Portfolio Management, Inc.
Capital Portfolio Management is a Maryland-based investment adviser providing personalized financial guidance for individuals, families, and business owners. The firm focuses on retirement strategies, legacy and education planning, and insurance/life insurance needs, building asset-allocation portfolios using vehicles such as ETFs and mutual funds. Reported custodian: Hilltop Securities.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK VINCENT DYER
Chief Compliance Officer, President
- CRD
- #1668143
- Ownership
- 50% but less than 75%
GERALD LEE BATHURST
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 8 owners & executives
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R Bruce Alderman
--
- CRD
- #1485908
DAVID KEVIN BERGMAN
--
- CRD
- #5195138
Showing 2 of 16 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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