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CAPITOL FAMILY OFFICE, INC.

dba CAPITOL FAMILY OFFICE, INC. · CRD 312005 · Registered Investment Adviser

CAPITOL FAMILY OFFICE, INC. is a Registered Investment Adviser headquartered in BEAVERTON, OR. The firm reports $136,089,945 in regulatory assets under management across 462 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$130,707,159
Non-discretionary$5,382,786
Total RAUM$136,089,945
Accounts462

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 312005. adviserinfo.sec.gov/firm/summary/312005.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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