Capital Portfolio Advisors,Inc.

www.capitalportadv.com

Capital Portfolio Advisors Inc. is an independent registered investment advisor and financial planning firm. We help our clients with their retirement planning, estate planning, sending kids to college, protecting loved ones from financial risks and building wealth. We utilize a tactical asset allocation style of investment management which "shifts gears" as the market condition may dictate.

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Capital Portfolio Advisors Inc. is an independent registered investment advisor and financial planning firm. We help our clients with their retirement planning, estate planning, sending kids to college, protecting loved ones from financial risks and building wealth. We utilize a tactical asset allocation style of investment management which "shifts gears" as the market condition may dictate.

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Country

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State

Ohio

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City (Headquarters)

Centerville

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Employees

1-10

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Founded

1993

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Founder and MD

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Independent Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****

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