RIA Intel›Advisers›Maryland›CAPITAL PORTFOLIO MANAGEMENT, INC.

CAPITAL PORTFOLIO MANAGEMENT, INC.

Advisory

TIMONIUM, MD

Data as of Jun 17, 2026 · Source: SEC Form ADV

Average account

$557K

across 30 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMarch

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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GARRITT FINANCIAL SOLUTIONS LLC

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