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| Capitol Family Office Inc
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|
|
|---|---|
| CRD # | 312005 |
| SEC # | 801-120221 |
| CIK # | 0001863768 |
| AUM | $133.2 MM (2023-03-21) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 503-897-0236 |
| Address | 1500 NW Bethany Blvd Beaverton, OR 97006 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NKE | 161,751.8 | 7.7 | |
| PG | 338,108.9 | 2.8 | |
| UNP | 133,995.4 | 2.3 | |
| AMT | 117,747.1 | 2.3 | |
| PFE | 284,248.0 | 2.2 | |
| AAPL | 2,382,844.0 | 2.0 | |
| MSFT | 1,918,222.4 | 1.7 | |
| INTC | 154,482.4 | 0.3 | |
| AMGN | 130,083.0 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 58.8 |
| (b) Individuals (high net worth individuals) | 40 | 74.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 133.2 |
| By Discretionary | ||
| Discretionary | 614 | 128.7 |
| Non-Discretionary | 18 | 4.5 |
| Total | 632 | 133.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.2 | |
| Total | 632 | 133.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001863768] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JE Simmons & Co PC
✚
|
TX | 0.1 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.1 |
|
Sackett Wealth Advisors Inc
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|
CA | 0.1 |
|
DWR Wealth Management LLC
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|
CA | 0.1 |
|
Contego Capital Group Inc
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|
MN | 0.1 |
|
Symphonic Financial Advisors LLC
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|
NY | 0.1 |
|
Keystone Financial Group Inc
✚
|
GA | 0.1 |
|
MJC Advisors LLC
✚
|
MD | 0.1 |
|
Keystone Financial Services LLC
✚
|
NE | 0.1 |
|
GW Sherwold Associates Inc
✚
|
CA | 0.1 |