CAPITAL PORTFOLIO MANAGEMENT, INC.

CAPITAL PORTFOLIO MANAGEMENT, INC. of TIMONIUM, MD is an SEC-registered investment adviser (CRD 29302). Regulatory assets under management: $16.7M.

Registration

• CRD: 29302
• Type: Registered investment adviser
• Location: 9515 DEERECO RD, TIMONIUM, MD, 21093
• Phone: 410-667-4575
• Latest filing: 2026-06-17
• Regulatory AUM: $16.7M
• Discretionary AUM: $16.7M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 29302 on SEC IAPD (source of record)
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