Capitol Family Office, Inc.
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 312005
- Registered since
- January 26, 2021
- Website
- capitolcfo.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.7%
- Individuals32.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Capitol Family Office, Inc. is an independent registered investment adviser that began SEC registration in 2021. The firm operates as a capital allocator for individual and family clients, charging fees by percentage of assets under management and, in some cases, fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not presented as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities14%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$98.8M in ETFs
100%
$98.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $49.5M | 132,202 | 50.09% |
Location
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 1500 Nw Bethany Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Samara Capital
RIABeaverton, OR
Main Avenue Financial Services, LLC
RIABeaverton, OR
Grange Capital, LLC
RIABeaverton, OR
Defined Wealth Management, LLC
RIABeaverton, OR
ROI Financial
RIABeaverton, OR
Erlandson Wealth Management
RIABeaverton, OR