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Capitol Family Office, Inc.

Headquartered in BEAVERTON, OR

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Firm Information

Capitol Family Office, Inc. is an investment advisor based in BEAVERTON, OR. The firm primarily provides financial planning and portfolio management for individuals. They manage over $136 million in assets for 524 clients, including high-net-worth individuals and other individuals. They also provide pension consulting services.

Capitol Family Office, Inc.

1500 NW BETHANY BLVD.

BEAVERTON, OR 97006

$136.53M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CAPITOL FAMILY OFFICE, INC. has a total of 1 branch locations across the country.
location

Beaverton, OR

Advisors at Capitol Family Office, Inc.

View All 2 Advisors
Unclaimed
Erica Gail Nortman

RA

BEAVERTON, OR

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Unclaimed
Mark David Nortman

RA

Beaverton, OR

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Disclosures

There are no public disclosures for Capitol Family Office, Inc..

Frequently Asked Questions (6)

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