# EDGAR Filing Document

**Accession Number:** 0000880081
**File Stem:** 0000880081-25-000002
**Filing Date:** 2025-7
**Character Count:** 2652
**Document Hash:** 4af5deb9e9a94097f1ec3fd86550fe3d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000880081-25-000002.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0000880081-25-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**PERIOD START**: 20240401

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CAPITAL PORTFOLIO MANAGEMENT, INC.
- **CENTRAL INDEX KEY:** 0000880081

**ORGANIZATION NAME:**
- **EIN:** 521744548
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-44225
- **FILM NUMBER:** 251128149

**BUSINESS ADDRESS:**
- **STREET 1:** 9515 DEERECO ROAD
- **STREET 2:** SUITE 1010
- **CITY:** TIMONIUM
- **STATE:** MD
- **ZIP:** 21093
- **BUSINESS PHONE:** 410-667-4575

**MAIL ADDRESS:**
- **STREET 1:** 9515 DEERECO ROAD
- **STREET 2:** SUITE 1010
- **CITY:** TIMONIUM
- **STATE:** MD
- **ZIP:** 21093

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL PORTFOLIO MANAGEMENT INC
- **DATE OF NAME CHANGE:** 20020220

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CAPITAL PORTFOLIO MANAGEMENT INC /MD/                   /BD
- **DATE OF NAME CHANGE:** 19940111

### Attached PDF Documents

**Attachment 1:** `cpmi.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000880081

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 04-01-2024

**Report Period End Date:** 03-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** CAPITAL PORTFOLIO MANAGEMENT, INC.

**Business Address:** 9515 DEERECO ROAD, SUITE 1010, TIMONIUM, MD, 21093

**Contact Person:** Patrick Dyer

**Contact Phone:** 410 667 4575

### Independent Public Accountant Identification

**Accountant Name:** RW Group

**Accountant Address:** 114 Cambridge Road, Landenberg, PA, 19350

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Patrick V Dyer**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CAPITAL PORTFOLIO MANAGEMENT, INC.**, as of **03-31-2025**, are true and correct.

**Signature:** Patrick Dyer

**Title:** President

**Notarized:** Yes