Capital Portfolio Advisors Overview

  • Year Founded
  • 1993

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Capital Portfolio Advisors General Information

Description

Provider of financial advisory services based in Centerville, Ohio. The company offers services such as financial planning, investment management, asset management, estate planning, and insurance planning.

Contact Information

Website
www.capitalportadv.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 67 Rhoads Center Drive
  • Centerville, OH 45458
  • United States
Primary Industry
Specialized Finance
Other Industries
Asset Management
Other Financial Services
Acquirer
GFP Private Wealth
Corporate Office
  • 67 Rhoads Center Drive
  • Centerville, OH 45458
  • United States

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Capital Portfolio Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Capital Portfolio Advisors‘s full profile, request access.

Request a free trial

Capital Portfolio Advisors FAQs

  • When was Capital Portfolio Advisors founded?

    Capital Portfolio Advisors was founded in 1993.

  • Where is Capital Portfolio Advisors headquartered?

    Capital Portfolio Advisors is headquartered in Centerville, OH.

  • What industry is Capital Portfolio Advisors in?

    Capital Portfolio Advisors’s primary industry is Specialized Finance.

  • Is Capital Portfolio Advisors a private or public company?

    Capital Portfolio Advisors is a Private company.

  • What is Capital Portfolio Advisors’s current revenue?

    The current revenue for Capital Portfolio Advisors is .

  • When was Capital Portfolio Advisors acquired?

    Capital Portfolio Advisors was acquired on 28-Sep-2023.

  • Who acquired Capital Portfolio Advisors?

    Capital Portfolio Advisors was acquired by GFP Private Wealth.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process