CAPITOL FAMILY OFFICE, INC.

Overview

Capitol Family Office, Inc. operates as an independent registered investment adviser that focuses on individual and family clients. Registered in 2021, the firm positions itself as a capital allocator: its advisory mix centers on fee-based portfolio management and financial planning, with pension consulting services for smaller employers or retirement plans. The firm is not an active ESG investor and is organized to deliver family-oriented wealth management — its name and client base indicate an emphasis on multi-generational planning and coordination of investment and planning needs typical of family office-style advisory. Investment activity is tilted toward pooled public vehicles rather than bespoke single-stock portfolios. The firm appears to favor broad-market exposure through ETFs and mutual funds, allocating manager relationships where needed rather than building all strategies in-house. Fee arrangements include both AUM-based and fixed-fee engagements, consistent with a mix of ongoing portfolio management and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices