Capital Portfolio Management L.L.C. is an adviser based in Topeka. It manages $48.4 million of regulatory assets for 431 client accounts. It has been registered with the SEC as an adviser since 2010.
Capital Portfolio Management L.L.C provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Portfolio Management L.L.C. is $48.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Portfolio Management L.L.C. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Capital Portfolio Management L.L.C. performs its advisory services is located at 505 Sw Washburn Ave., Topeka, KS 66606 1523, which is also the mailing address of the firm. An additional office of the firm is in Kansas City, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 785-271-5555 or by fax 785-228-9186. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cpm-llc.com.