Unclaimed Profile

Mark David Nortman

CAPITOL FAMILY OFFICE, INC.·BEAVERTON, Oregon

SIE, Series 7, Series 31, Series 66Clean record23 years registeredCAPITOL FAMILY OFFICE, INC.

1500 NW BETHANY BLVD., BEAVERTON, OR 97006CRD# 4514959Firm CRD# 312005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark David Nortman · BEAVERTON, OR

Registration

CRD #4514959 · CAPITOL FAMILY OFFICE, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CAPITOL FAMILY OFFICE, INC.

Feb 2021 – present

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Mar 2013 – Apr 2021

Beaverton, OR

LPL FINANCIAL LLC

Aug 2011 – Dec 2013

BEAVERTON, OR

PACIFIC WEST FINANCIAL CONSULTANT INC

May 2004 – Dec 2005

PORTLAND, OR

MORGAN STANLEY

Apr 2003 – May 2003

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · April 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITOL FAMILY OFFICE, INC.

CRD 312005 · SEC 801-120221

AUM

$134M

Regulatory assets under management

Employees

558 client accounts

Services offered by CAPITOL FAMILY OFFICE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITOL FAMILY OFFICE, INC. →

Introduction

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Frequently Asked Questions

What services does Mark David Nortman offer?

Mark David Nortman specializes in Financial Planning, Investment Management. Contact their office in BEAVERTON, Oregon for a consultation.

What are Mark David Nortman's credentials?

Mark David Nortman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark David Nortman located?

Mark David Nortman is based in BEAVERTON, Oregon, working with CAPITOL FAMILY OFFICE, INC.. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does Mark David Nortman charge for services?

Mark David Nortman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITOL FAMILY OFFICE, INC.?

CAPITOL FAMILY OFFICE, INC. has approximately 2 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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