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CAPITAL PORTFOLIO MANAGEMENT, INC.
CRD 29302
9515 DEERECO RD, SUITE 1010, TIMONIUM, MD, 21093, United States
Phone
410-667-4575
Fax
410-667-4926
Registration
— (—)
Source
State registered
Total AUM
$16.7M
Discretionary AUM
$16.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $8.6M |
| High net worth individuals | 7 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD