CAPITOL FAMILY OFFICE, INC.

BEAVERTON, Oregon·2 registered advisors·CRD# 312005
SEC# 801-1202210(503) 897-0236
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITOL FAMILY OFFICE, INC.

2 registered advisors
Erica Gail Nortman
BEAVERTON, Oregon
Mark David Nortman
BEAVERTON, Oregon
05

Office Locations

BEAVERTON, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. CAPITOL FAMILY OFFICE, INC. (CRD# 312005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.