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Erica Gail Nortman

Capitol Family Office, Inc.

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About Erica Gail Nortman

Erica Gail Nortman is a financial advisor with Capitol Family Office, Inc. in Beaverton, Oregon. Erica has over 10 years of experience in the financial services industry and has a strong understanding of investment strategies and financial planning. She has been registered with the state of Oregon as an investment advisor representative since 2021 and is also registered with the state of Washington. Erica has earned the Series 66 and Series 7 licenses. Erica is dedicated to helping her clients achieve their financial goals and providing them with the personalized guidance they need to make informed decisions about their money.

Firm Information

Erica Nortman is currently registered with Capitol Family Office, Inc.. 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.

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Erica Nortman’s Registration & Firm History

OR

02/03/2021 - Present

Capitol Family Office, Inc. (BEAVERTON OR)

OR

08/19/2011 - 03/25/2020

LPL FINANCIAL LLC (BEAVERTON OR)

OR

09/29/2008 - 08/23/2011

AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 10/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erica Gail Nortman.
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