Capitol Family Office, Inc.
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 312005
- Registered since
- January 26, 2021
- Website
- capitolcfo.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.7%
- Individuals32.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Capitol Family Office, Inc. is an independent registered investment adviser that describes itself as a capital allocator serving individual and family clients. The firm is structured as a corporation, is SEC-registered (since 2021), and is owned by an individual. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements reported include both a percentage-of-AUM model and fixed fees. FINTRX flags the firm as not an active ESG investor and not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities14%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Erica Nortman
Wealth ManagerCRD 5492685
Mark Nortman
Wealth ManagerCRD 4514959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$105M in ETFs
100%
$105M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48.4M | 130,889 | 46.30% |
Location
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 1500 Nw Bethany Blvd
- Time zone
- PT (UTC-8)
- Office locations
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