Collaborative Portfolio Management - Investment Advisers

About Collaborative Portfolio Management

Collaborative Portfolio Management, LLC is a registered investment adviser headquartered in Overland Park, Kansas. It is listed among the investment advisers in Kansas. The firm was founded in 2024 and was previously known as Capital Portfolio Management. Its registry record reports regulatory assets under management of $178.74 million and four employees. The firm describes itself as privately owned and independent, and as a boutique investment firm that provides collaborative planning and investment management to a select group of clients. Its work follows a four-stage process of planning, investing, adapting and succeeding, which aims to tailor each client's portfolio to current and future needs. The firm says it avoids standardized allocation templates and one-size-fits-all models. It presents itself as large enough to design and carry out a range of strategies while remaining small enough to give each client personal attention. This profile is part of the US investment advisers directory, and the figures above come from the firm's registry record. Note: only two link slots were provided, so the text includes two links instead of the 3 to 5 requested.

Key Facts

Assets Under Management

$178.74M

Employees

4

SEC File Number

801-131107