Capitol Family Office, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capitol Family Office, Inc. provides discretionary portfolio management, pension (including 401(k)) consulting, and financial planning primarily for individual and high‑net‑worth clients, tailoring programs to each client’s goals, time horizon, and risk tolerance. The firm offers ongoing account management as well as one‑time financial plans and communicates with clients through periodic reviews and custodian statements.
The brochure describes a mixed analytic approach—charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory—and the firm employs both long‑ and short‑term trading strategies, including the use of ETFs, margin, options, and short sales where appropriate. It constructs model allocations and personalized investment policies for clients, manages many accounts on a discretionary basis, and conducts at least annual reviews with quarterly reporting via custodians.
Distinctive elements noted in the brochure include the firm’s presentation of its CRD number and external reporting references, and its promotion of third‑party ratings in its materials, a practice that is uncommon among similar supported firms. The brochure also states that clients are required to use specified custodians (Charles Schwab, LPL Financial, and Fidelity) and discloses participation in Schwab’s institutional program, which provides research and other benefits that may create conflicts of interest different from many peers.
Client services
Expertise
Fee options
Financial planning fees between $250 and $30,000 (negotiable)
$0 - $499,000: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $2,999,999: 1.50% $3,000,000 - $9,999,999: 1.00% $10,000,000+: 0.75%
Main office
1500 NW Bethany Blvd., Suite 200
Beaverton OR 97006
Advisors at this office
2
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark N
Series 66
Beaverton, OR
Capitol Family Office, Inc.
Mark Nortman is a financial advisor at Capitol Family Office, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Capitol Family Office since 2011, including a current tenure starting in 2020, as well as prior roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, he is involved with Executive Tax Advisors, LLC, a firm providing income tax preparation and tax planning services. Capitol Family Office serves individual and high-net-worth clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a diverse investment approach combining multiple analytical methods and typically operates with discretionary trading authority.
Erica N
Series 66
Beaverton, OR
Capitol Family Office, Inc.
Erica Nortman is a financial advisor at Capitol Family Office, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Capitol Family Office since 2011, with prior experience at Financial Advocates Investment Management and LPL Financial. Outside of her advisory role, she serves as CFO and Integrator for Executive Tax Advisors, LLC, which provides income tax preparation and planning services. Capitol Family Office offers discretionary portfolio management, pension consulting, and financial planning primarily for individual and high-net-worth clients. The firm employs a mixed analytic approach and both long- and short-term trading strategies, managing many accounts on a discretionary basis with regular client reviews and reporting.
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