CAPITAL PORTFOLIO MANAGEMENT, INC. X-17A-5 (2017-05-30) — Broker-dealer annual report

Full text of CAPITAL PORTFOLIO MANAGEMENT, INC.'s X-17A-5 filed 2017-05-30 (period 2017-03-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: CAPITAL PORTFOLIO MANAGEMENT, INC.
• Form: X-17A-5
• Filed: 2017-05-30
• Period: 2017-03-31
• Accession: 0000880081-17-000004
• CIK: 880081
• File #: 8-44225
• Material weakness: No
• Auditor: Kuczak & Associates, P.A.
• Auditor location: Bel Air, MD
• Contact: Patrick Dyer
• Phone: 410-667-4575
• Signed by: Patrick V. Dyer (President)

Document text (excerpt)

X-17A-5 0000880081 XXXXXXXX LIVE true false false 04-01-2016 03-31-2017 Broker-dealer N CAPITAL PORTFOLIO MANAGEMENT, INC. 9515 DEERECO ROAD SUITE 1010 TIMONIUM MD 21093 Patrick Dyer 410-667-4575 Kuczak & Associates, P.A. 139 North Main Street Suite 101 Bel Air MD 21014 Certified Public Accountant Patrick V. Dyer CAPITAL PORTFOLIO MANAGEMENT, INC. 03-31-2017 Patrick V. Dyer President Y

Read the full text as markdown

Other filings by this registrant

• X-17A-5 — 2026-06-30
• X-17A-5 — 2025-07-16
• X-17A-5/A — 2024-06-06
• X-17A-5 — 2024-05-31
• X-17A-5 — 2023-05-30
• X-17A-5 — 2022-04-01
• X-17A-5 — 2022-03-01
• X-17A-5 — 2021-03-01
• X-17A-5 — 2019-06-03
• X-17A-5 — 2018-05-23
• X-17A-5/A — 2016-07-19
• X-17A-5 — 2016-05-31

Original filing on SEC EDGAR (source of record)