CAPITOL FAMILY OFFICE, INC.

CRD 312005 · SEC 801-120221

1500 NW BETHANY BLVD., SUITE 200, BEAVERTON, OR, 97006, United States

Phone

(503) 897-0236

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$136.1M

Discretionary AUM

$130.7M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consulting

Type	Clients	AUM
Individuals	79	$44.0M
High net worth individuals	45	$92.1M

OR, WA

Official SEC filing: View on IAPD