Capitol Family Office, Inc.
● SEC registered since 2021CRD 312005SEC# 801-120221Beaverton, OR
Reg. AUM
$136.1M
Employees
2
Accounts
462
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 $136.1 million in regulatory assets under management and employs 2 people.
Capitol Family Office, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erica Gail Nortman Control | Managing Partner & Chief Compliance Officer | 50-75% | 2011 |
| Mark David Nortman Control | President | 50-75% | 2011 |
Frequently asked questions
How much does Capitol Family Office, Inc. manage?
Capitol Family Office, Inc. reports $136.1 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
| Address | 1500 NW Bethany Blvd., Suite 200, Beaverton, OR 97006 |
| Phone | (503) 897-0236 |
| Fax | N/A |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1863768 |
| Discloses disciplinary history | No |
Regulatory AUM
$136.1MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$136.1Mregulatory AUM
Discretionary $130.7MNon-discretionary $5.4M