Dennis Chapman Delphenich
Investment adviser representative at Arax Advisory Partners
33 yearsExperience
2 statesRegistered in
$26.5BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Arax Advisory Partners, LLCFeb 2026 to now
- Gries Financial LLCOct 2023 to Jan 2026
- Capital Portfolio Insurance Brokerage, LLCJan 2014 to Jun 2024
- Capital Portfolio Advisors, Inc.Sep 1993 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (OH, TN).
Arax Advisory Partners
Legal name: Arax Advisory Partners, LLC
$26.5BAssets managed
15,662Clients
222Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1854723
- Firm CRD
- 133535