Capitol Family Office, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Beaverton, OR. Its latest Form ADV filing, dated March 25, 2026, reports $136M in regulatory assets under management, 2 employees, and 462 accounts.
Assets Under Management
$136M
Employees
2
Offices
--
Total Clients
124
Primary office
BEAVERTON, OR
1500 NW BETHANY BLVD., SUITE 200, BEAVERTON, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.7% of total clients.
Top client categories% of clientsClients
1
Individuals
63.7%
79
2
HNWI
36.3%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 25, 2026
Discretionary96.0%
$131M
96% of total RAUM96.0%
Non-discretionary4.0%
$5M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$136M
Total Accounts462
10Y AUM Change+$136M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.