Capital Portfolio Management L.L.C.
CRD 127372SEC# 801-121651Topeka, KS
No longer SEC-registered. Capital Portfolio Management L.L.C. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$175.2M
Employees
5
Accounts
320
Location
Topeka, KS
Capital Portfolio Management L.L.C. assets under management
Capital Portfolio Management L.L.C. is an SEC-registered investment adviser based in Topeka, KS. It reports $175.2 million in regulatory assets under management and employs 5 people.
Capital Portfolio Management L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Dean Rand Control | Chief Compliance Officer | Over 75% | 2025 |
| Random 5, LLC Control | Member | 50-75% | 2011 |
| Jared Dean Rand Control | Owner | Over 75% | 2011 |
Frequently asked questions
How much does Capital Portfolio Management L.L.C. manage?
Capital Portfolio Management L.L.C. reports $175.2 million in regulatory assets under management on its Form ADV.
How many employees does Capital Portfolio Management L.L.C. have?
Capital Portfolio Management L.L.C. reports 5 employees.
Where is Capital Portfolio Management L.L.C. located?
Capital Portfolio Management L.L.C. is based in Topeka, KS.
Does Capital Portfolio Management L.L.C. disclose fund performance?
Capital Portfolio Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 SW Washburn Ave., Topeka, KS 66606-1523 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$175.2MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$175.2Mregulatory AUM
Discretionary $175.2M