← Tributary

CAPITOL FAMILY OFFICE, INC.

BEAVERTON, OR · CRD 312005 · IAPD ↗ · capitolcfo.com · (503) 897-0236

$136.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2024 — CAPITOL FAMILY OFFICE, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.