Overview
Assets Under Management: $175 million
Headquarters: TOPEKA, KS
High-Net-Worth Clients: 68
Average Client Assets: $1.6 million
Frequently Asked Questions
CAPITAL PORTFOLIO MANAGEMENT L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127372), CAPITAL PORTFOLIO MANAGEMENT L.L.C. is subject to fiduciary duty under federal law.
CAPITAL PORTFOLIO MANAGEMENT L.L.C. is headquartered in TOPEKA, KS.
CAPITAL PORTFOLIO MANAGEMENT L.L.C. serves 68 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL PORTFOLIO MANAGEMENT L.L.C. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CAPITAL PORTFOLIO MANAGEMENT L.L.C. manages $175 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, CAPITAL PORTFOLIO MANAGEMENT L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.05%
Average Client Assets: $1.6 million
Total Client Accounts: 320
Discretionary Accounts: 320
Regulatory Filings
CRD Number: 127372
Filing ID: 1937357
Last Filing Date: 2025-02-07 12:18:00