CAPITAL PORTFOLIO ADVISORS, INC.
CRD #119708 SEC #801-66444 DAYTON, OH 937-299-9111
SEC Registered
Total AUM
$27M
Discretionary
$27M
Employees
1
Clients
1
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $27M | $27M | $0 | 1 | 120 |
| Mar 2012 | $27M | $27M | $0 | 1 | 120 |
| Apr 2011 | $27.6M | $27.6M | $0 | 5 | -- |
| Apr 2011 | $27.6M | $27.6M | $0 | 5 | -- |
| Mar 2009 | $25.8M | $25.8M | $0 | 5 | -- |
| Mar 2007 | $31.6M | $31.6M | $0 | 5 | -- |
| Mar 2006 | $31M | $31M | $0 | 5 | -- |
| Mar 2006 | $31M | $31M | $0 | 5 | -- |
| Mar 2006 | $31M | $31M | $0 | 5 | -- |
DateApr 2012
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees1
Clients120
DateMar 2012
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees1
Clients120
DateApr 2011
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--