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Capitol Family Office, Inc.

● SEC registered since 2021CRD 312005SEC# 801-120221Beaverton, OR
Export (members)
Reg. AUM
$136.5M
Employees
2
Accounts
524
Location
Beaverton, OR

Capitol Family Office, Inc. assets under management

Capitol Family Office, Inc. is an investment advisory firm registered with the SEC based in Beaverton, OR. The firm has been registered since 2021. It reports $136.5 million in regulatory assets under management and employs 2 people.
www.capitolcfo.comView on SEC.gov ↗

Capitol Family Office, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Erica Gail Nortman ControlManaging Partner & Chief Compliance Officer50-75%2011
Mark David Nortman ControlPresident50-75%2011

Frequently asked questions

How much does Capitol Family Office, Inc. manage?

Capitol Family Office, Inc. reports $136.5 million in regulatory assets under management on its Form ADV.

How many employees does Capitol Family Office, Inc. have?

Capitol Family Office, Inc. reports 2 employees.

Where is Capitol Family Office, Inc. located?

Capitol Family Office, Inc. is based in Beaverton, OR and has been SEC-registered since 2021.

Does Capitol Family Office, Inc. disclose fund performance?

Capitol Family Office, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1500 NW Bethany Blvd., Suite 200, Beaverton, OR 97006
Phone(503) 897-0236
FaxN/A
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1863768
Discloses disciplinary historyNo

Assets under management

Discretionary$132.5M
Non-discretionary$4.1M
Total (RAUM)$136.5M