A complete list of active advisors currently associated with Capitol Family Office, Inc.

Warmer can help you find a great advisor at Capitol Family Office, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capitol Family Office, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.