Overview
Assets Under Management: $136 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 45
Average Client Assets: $2.0 million
Frequently Asked Questions
CAPITOL FAMILY OFFICE, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312005), CAPITOL FAMILY OFFICE, INC. is subject to fiduciary duty under federal law.
CAPITOL FAMILY OFFICE, INC. is headquartered in BEAVERTON, OR.
CAPITOL FAMILY OFFICE, INC. serves 45 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, CAPITOL FAMILY OFFICE, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CAPITOL FAMILY OFFICE, INC. manages $136 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, CAPITOL FAMILY OFFICE, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.70%
Average Client Assets: $2.0 million
Total Client Accounts: 462
Discretionary Accounts: 448
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 312005
Filing ID: 2078950
Last Filing Date: 2026-03-25 12:04:13