CAPITOL FAMILY OFFICE, INC.

1500 Nw Bethany Blvd.
Suite 200
Beaverton, Oregon 97006
Tel: (503) 897-0236

About CAPITOL FAMILY OFFICE, INC.

CAPITOL FAMILY OFFICE, INC, formally registered with the SEC as CAPITOL FAMILY OFFICE, INC. The firm was established in 01/26/2021. They have over 1 offices throughout the country.

CAPITOL FAMILY OFFICE, INC. is a Beaverton, Oregon based Financial Planning firm with nearly $136,525,270 assets under management, offering retirement planning & investment advisory services to 524 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312005
SEC#	801-120221
Assets Managed by Firm	$136,525,270
No. of Clients	524
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	524	$136,525,270
Individuals (other than high net worth individuals)	93	$42,218,849
High net worth individuals	46	$94,306,421

More Retirement Planning firms in Beaverton, Oregon:

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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