# Capital Portfolio Management

Capital Portfolio Management is a RIA based in Timonium, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Timonium, United States
- **Region:** North America
- **Address:** Timonium, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** cpminvestments.com
- **LinkedIn:** https://www.linkedin.com/company/capital-portfolio-management-inc

## Regulatory record

- **CRD number:** 29302
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/29302

## About

Capital Portfolio Management was established in 1991 as a US wealth manager and registered investment adviser. It provides investment advisory services that include legacy planning, retirement strategies, and ongoing portfolio management to individuals, high-net-worth individuals, and pension plans, with activity centered in the United States. The firm maintains a conventional RIA structure without disclosed hybrid vehicles or external fund commitments. No additional offices, team-size figures, or operational events from the last 24 months are recorded in public sources.

## Sectors

- Wealth Management
- Life Insurance
- Broker-Dealer

## Questions

### Who runs investment decisions at Capital Portfolio Management?

No named principals or CIO appear in public records.

### Does Capital Portfolio Management participate in fund commitments or only direct deals?

Public materials describe only advisory and portfolio management services to individuals and pensions.

### What investment stages does Capital Portfolio Management typically target?

The firm focuses on portfolio management and retirement strategies rather than venture or private equity stages.

## Related profiles

- [Capital Planning](https://altss.com/profile/capital-planning)
- [Capital Preservation Partners](https://altss.com/profile/capital-preservation-partners)

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Last updated: 2026-07-11T16:18:10.000Z

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