Dennis Chapman Delphenich

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1993 → 10/2023
  Capital Portfolio Advisors
  Dayton, OH
• 01/2014 → 06/2024
  Capital Portfolio Insurance Brokerage, Llc
  Centerville, OH
• 02/2003 → 10/2023
  Capital Portfolio Advisors, Inc.
  Centerville, OH
• 10/2023 → 01/2026
  Gries Financial Llc
  Cleveland, OH
• 02/2026 → Present
  Arax Advisory Partners, Llc
  Denver, CO

Previous Registrations

• 2023-11-02 → 2026-02-06
  Gfp Private Wealth
  Centerville, OH
  Cleveland, OH
• 2003-02-12 → 2024-01-31
  Capital Portfolio Advisors, Inc.
  Centerville, OH
  Niceville, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-08-26