|
⚲
|
| Keyboard |
| Capitol Family Office Inc
✚
|
|
|---|---|
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001863768 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Amgen Inc | 0.4 | ||
| Denali Holding Inc | 0.4 | ||
| Intel Corp | 0.3 | ||
| Dicks Sporting Goods Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Norton Capital Management Inc
✚
|
VA | 136.6 M |
|
Vanweelden Wealth Management LLC
✚
|
OH | 136.5 M |
|
Bridgelight Capital LLC
✚
|
AZ | 136.4 M |
|
MFT Wealth Management Inc
✚
|
136.3 M | |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 136.3 M |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 136.2 M |
|
Fithian LLC
✚
|
NY | 136.2 M |
|
Landmark Wealth Advisors LLC
✚
|
UT | 135.9 M |
|
1N Capital LLC
✚
|
135.9 M | |
|
FR Financial Advisors LLC
✚
|
FL | 135.7 M |