$136.1M Total AUM
$130.7M Disc. AUM
-3.1% 3Y CAGR
2 Employees
124 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2021
- Office Locations
- 1
Office Locations
1500 NW Bethany Blvd. Suite 200 Beaverton OR
About Capitol Family Office, Inc.
Capitol Family Office, Inc. is a Beaverton, OR-based, owner-led RIA providing financial planning, investment planning, portfolio construction, and retirement plan guidance, with insurance and annuity solutions. Portfolios primarily use public mutual funds and ETFs with an asset-allocation and fixed-income orientation. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
44 AVG AGE
$68.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ERICA GAIL NORTMAN
Chief Compliance Officer, Managing Partner, Wealth Manager
- CRD
- #5492685
- Ownership
- 50% but less than 75%
Available
Available
Available
MARK DAVID NORTMAN
President, Wealth Manager
- CRD
- #4514959
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,707,159 | $291,757 |
| Non-Discretionary | $5,382,786 | $384,485 |
| Total | $136,089,945 | $294,567 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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