COLLABORATIVE PORTFOLIO MANAGEMENT
SEC RegisteredWelcome to Collaborative Portfolio Management
About the firm
Collaborative Portfolio Management, LLC (CPM) is an independent and privately owned Registered Investment Advisory firm founded in 2024, formerly Capital Portfolio Management. It is a boutique investment firm that provides collaborative planning and investment management for a select group of clients, priding itself on being experienced enough to design and implement any investment strategies needed while staying small enough to provide personal attention to each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Collaborative planning and investment management, guided by a PLAN, INVEST, ADAPT, SUCCEED process to tailor investment portfolios to clients' actual current and future needs, wants and wishes.
Who they serve
A select group of clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 114 | $30M |
| High Net Worth Individuals | 68 | $122M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| $500,001 to $1,000,000 | 1.25% |
| $1,000,001 to $3,000,000 | 1.00% |
| Amounts over $3,000,000 | — |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COLLABORATIVE PORTFOLIO MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.