Assets Under Management
$136.5M
Number of Clients
139
Number of Advisors
2
Average Client AUM
$982K
AUM per Advisor
$68.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capitol Family Office provides portfolio management tailored to client goals, pension consulting services, and financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, equities, ETFs, and treasury inflation-protected bonds.
1500 NW Bethany Blvd., Suite 200, Beaverton, OR, 97006