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Capitol Family Office, Inc.

Multifamily office listing in Beaverton, Oregon, United States.

  • SEC-registered
Regulatory AUM
$136 million
Employees
2
Clients
101-250
SEC CRD
312005

Capitol Family Office, Inc. is a privately held multi-family office providing investment management, financial planning, and related advisory services to a select clientele.1

Overview

Capitol Family Office describes itself as a registered investment adviser serving a select clientele. The firm is regulated by the SEC, with Oregon registration effective through December 31, 2026.12

Its services include professional money management, comprehensive financial planning, investment advice, insurance, retirement planning, stock-option guidance, and company-stock advice.1

The firm provides portfolio management and financial planning, along with pension consulting as an advisory service. Its arrangements may use asset-based fees or fixed fees.3

History

Capitol Family Office, Inc. was founded in 2011.1

Timeline

  1. 2011was founded in 2011.
  2. 2026The firm is regulated by the SEC, with Oregon registration effective through December 31, 2026.

Leadership

Erica G. Nortman is the firm’s Chief Compliance Officer.4

Mark Nortman is a wealth manager affiliated with Capitol Family Office and is registered as an investment adviser representative in Oregon and Washington.5

Services

The firm’s advisory services include:

- Portfolio management - Professional money management - Comprehensive financial planning - Investment advice - Pension consulting - Insurance planning - Retirement planning - Stock-option guidance - Company-stock advice13

Capitol Family Office reports discretionary portfolio management with monthly account monitoring as part of its standard service.3

What the firm offers

  • Investment management
  • Financial planning
  • Risk and insurance
  • Retirement planning

Client Focus

The firm describes itself as serving a select clientele through its multi-family office model and range of investment management, planning, and advisory services.1

Approach

Capitol Family Office combines portfolio management and financial planning with guidance on insurance, retirement matters, stock options, and company stock. The firm reports discretionary management and ongoing monthly account monitoring within its standard service.13

Assets and Minimums

The firm reports no minimum account size for its advisory services.3

By the numbers

Regulatory AUM by year$0K$41M$83M$124M$166M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312005. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2021$136 million$134 million$3 million
2022$151 million$147 million$4 million
2023$133 million$129 million$4 million
2025$137 million$132 million$4 million
2026$136 million$131 million$5 million
Average AUM per client by year$0K$302K$604K$905K$1M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312005. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2021$793,149
2022$929,342
2023$822,484
2025$982,196
2026$1 million
Clients by type (2026)Individuals79High net worth individuals45
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312005. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals79
High net worth individuals45
Employees by year0247920212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312005. As of .
Employees reported on Form ADV
YearEmployees
20218
20224
20235
20252
20262

Ranks #3 of 3 SEC-registered firms in OR on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312005. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Capitol Family Office?

Capitol Family Office, Inc. is a privately held multi-family office and registered investment adviser regulated by the SEC.12

What services does Capitol Family Office provide?

Its services include portfolio management, financial planning, investment advice, pension consulting, insurance, retirement planning, stock-option guidance, and company-stock advice.13

Does Capitol Family Office require a minimum account size?

The firm reports no minimum account size for its advisory services.3

  • LocationMultifamily offices in Oregon

    The Oregon multifamily office directory helps readers compare firms serving families and business owners in the region. It can provide a starting point for assessing whether Capitol Family Office's investment management, financial planning, insurance, and retirement planning services match the type of advice they seek.

  • GuideMultifamily office services

    This overview explains the main services a multifamily office may provide, including investment management, financial planning, risk and insurance, and retirement planning. A reader can use it to organize questions for Capitol Family Office and identify which responsibilities should be addressed in an advisory relationship.

  • GuideMFO vs SFO vs virtual family office

    The comparison of multifamily, single-family, and virtual family offices clarifies differences in structure, staffing, privacy, and access. It helps a wealthy family or business owner consider whether Capitol Family Office's privately held, multi-family model fits the level of shared service and personal attention they want.

  • GuideFiduciary duty vs suitability

    This guide explains how fiduciary duty differs from the suitability standard used in financial advice. Readers evaluating Capitol Family Office can use the distinction to ask how recommendations are made, how conflicts are handled, and which standards apply to investment management or planning services.

  • Similar firmsAllium Financial Advisors, LLC
    VergePointe Capital, LLC, Family-office, investment, private-equity, and real-estate services for entrepreneurs, wealthy families, and private companies

    Profiles of Allium Financial Advisors, VergePointe Capital, and firms serving entrepreneurs, wealthy families, and private companies give readers additional points of comparison. Reviewing these options alongside Capitol Family Office can help clarify differences in client focus, investment services, planning support, and the range of advice available.

Sources

  1. Capitol Family Office LinkedIn profile
  2. Oregon adviser registration record
  3. Capitol Family Office Form CRS
  4. SEC filing identifying Erica G. Nortman
  5. FINRA BrokerCheck report for Mark Nortman

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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