CAPITOL FAMILY OFFICE, INC.

CAPITOL FAMILY OFFICE, INC. of BEAVERTON, OR is an SEC-registered investment adviser (CRD 312005). Regulatory assets under management: $136.1M.

Registration

• CRD: 312005
• SEC file number: 801-120221
• Type: Registered investment adviser
• Location: 1500 NW BETHANY BLVD., SUITE 200, BEAVERTON, OR, 97006
• Phone: (503) 897-0236
• Latest filing: 2026-03-25
• Regulatory AUM: $136.1M
• Discretionary AUM: $130.7M
• Non-discretionary AUM: $5.4M
• Clients: 2
• Accounts: 462

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search