Capitol Family Office, Inc.

Capitol Family Office, Inc. (CRD# 312005) is a financial advisory firm headquartered in Beaverton, OR. They manage $134,066,900 in 558 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1500 Nw Bethany Blvd., Suite 200, Beaverton, OR 97006
https://www.capitolcfo.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    558
    ACCOUNTS
  • Average Account Value
    $240,263
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, VA, WA

Financial Advisors at Capitol Family Office, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Erica Nortman, financial advisor Beaverton OR
Erica G. Nortman
CRD#: 5492685
1500 Nw Bethany Blvd., Suite 200, Beaverton, OR 97006

Erica Nortman (CRD# 5492685) is an Investment Advisor Representative working at Capitol Family Office, Inc. in Beaverton, OR and has over 15 years of experience in the finance industry.

2
Mark Nortman, financial advisor Beaverton OR
Mark D. Nortman
CRD#: 4514959
1500 Nw Bethany Blvd., Suite 280, Beaverton, OR 97006

Mark Nortman (CRD# 4514959) is an Investment Advisor Representative working at Capitol Family Office, Inc. in Beaverton, OR and has over 21 years of experience in the finance industry.

3
Debbie Byerly, financial advisor Beaverton OR
Debbie S. Byerly
CRD#: 5356353
1500 Nw Bethany Blvd., Suite 200, Beaverton, OR 97006

Debbie Byerly (CRD# 5356353) is an Investment Advisor Representative working at Capitol Family Office, Inc. in Beaverton, OR and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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