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| Capitol Family Office Inc
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|---|---|
| CRD # | 312005 |
| SEC # | 801-120221 |
| CIK # | 0001863768 |
| AUM | 136.1 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-897-0236 |
| Address | 1500 NW Bethany Blvd Beaverton, OR 97006 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Microsoft Corp | 2.8 | ||
| Nike Inc | 2.5 | ||
| Lilly Eli & Co | 2.3 | ||
| Amazon Com Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Facebook Inc | 0.5 | ||
| Lululemon Athletica Inc | 0.4 | ||
| Caterpillar Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 44.0 |
| (b) Individuals (high net worth individuals) | 45 | 92.1 |
| (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 | 462 | 136.1 |
| By Discretionary | ||
| Discretionary | 448 | 130.7 |
| Non-Discretionary | 14 | 5.4 |
| Total | 462 | 136.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.1 | |
| Total | 462 | 136.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001863768] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Landmark Wealth Advisors LLC
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UT | 135.9 M |
|
1N Capital LLC
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|
FR Financial Advisors LLC
✚
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