CAPITOL FAMILY OFFICE, INC.
CRD #312005 SEC #801-120221 BEAVERTON, OR (503) 897-0236
SEC Registered
Total AUM
$136.5M
Discretionary
$132.5M
Employees
2
Clients
101
Accounts
524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $136.5M | $132.5M | $4.1M | 2 | 0 |
| Dec 2024 | $134.1M | $129.4M | $4.7M | 2 | 0 |
| Jul 2024 | $134.1M | $129.4M | $4.7M | 2 | 0 |
| May 2024 | $134.1M | $129.4M | $4.7M | 2 | 0 |
| May 2024 | $134.1M | $129.4M | $4.7M | 3 | 0 |
| Feb 2024 | $134.1M | $129.4M | $4.7M | 4 | 0 |
| Oct 2023 | $133.2M | $128.7M | $4.5M | 4 | 0 |
| Sep 2023 | $133.2M | $128.7M | $4.5M | 4 | 0 |
| Apr 2023 | $133.2M | $128.7M | $4.5M | 5 | 0 |
| Mar 2023 | $133.2M | $128.7M | $4.5M | 6 | 0 |
| Dec 2022 | $150.6M | $146.9M | $3.6M | 6 | 0 |
| Nov 2022 | $150.6M | $146.9M | $3.6M | 5 | 0 |
| Oct 2022 | $150.6M | $146.9M | $3.6M | 5 | 0 |
| Jul 2022 | $150.6M | $146.9M | $3.6M | 4 | 0 |
| May 2022 | $150.6M | $146.9M | $3.6M | 6 | 0 |
| May 2022 | $150.6M | $146.9M | $3.6M | 6 | 0 |
| Mar 2022 | $150.6M | $146.9M | $3.6M | 6 | 0 |
| Sep 2021 | $136.4M | $133.6M | $2.8M | 6 | 0 |
| Jul 2021 | $136.4M | $133.6M | $2.8M | 8 | 0 |
| May 2021 | $136.4M | $133.6M | $2.8M | 6 | 0 |
| May 2021 | $136.4M | $133.6M | $2.8M | 5 | 0 |
| Apr 2021 | $0 | $0 | $0 | 5 | 0 |
| Mar 2021 | $0 | $0 | $0 | 5 | 0 |
| Jan 2021 | $0 | $0 | $0 | 5 | 0 |
| Dec 2020 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$136.5M
Discretionary$132.5M
Non-Disc.$4.1M
Employees2
Clients0
DateDec 2024
Total AUM$134.1M
Discretionary$129.4M
Non-Disc.$4.7M
Employees2
Clients0
DateJul 2024
Total AUM$134.1M
Discretionary$129.4M
Non-Disc.$4.7M
Employees2
Clients0
DateMay 2024
Total AUM$134.1M
Discretionary$129.4M
Non-Disc.$4.7M
Employees2
Clients0
DateMay 2024
Total AUM$134.1M
Discretionary$129.4M
Non-Disc.$4.7M
Employees3
Clients0
DateFeb 2024
Total AUM$134.1M
Discretionary$129.4M
Non-Disc.$4.7M
Employees4
Clients0
DateOct 2023
Total AUM$133.2M
Discretionary$128.7M
Non-Disc.$4.5M
Employees4
Clients0
DateSep 2023
Total AUM$133.2M
Discretionary$128.7M
Non-Disc.$4.5M
Employees4
Clients0
DateApr 2023
Total AUM$133.2M
Discretionary$128.7M
Non-Disc.$4.5M
Employees5
Clients0
DateMar 2023
Total AUM$133.2M
Discretionary$128.7M
Non-Disc.$4.5M
Employees6
Clients0
DateDec 2022
Total AUM$150.6M
Discretionary$146.9M
Non-Disc.$3.6M
Employees6
Clients0
DateNov 2022
Total AUM$150.6M
Discretionary$146.9M
Non-Disc.$3.6M
Employees5
Clients0
DateOct 2022
Total AUM$150.6M
Discretionary$146.9M
Non-Disc.$3.6M
Employees5
Clients0
DateJul 2022
Total AUM$150.6M
Discretionary$146.9M
Non-Disc.$3.6M
Employees4
Clients0
DateMay 2022
Total AUM$150.6M
Discretionary$146.9M
Non-Disc.$3.6M
Employees6
Clients0
DateMay 2022
Total AUM$150.6M
Discretionary$146.9M
Non-Disc.$3.6M
Employees6
Clients0
DateMar 2022
Total AUM$150.6M
Discretionary$146.9M
Non-Disc.$3.6M
Employees6
Clients0
DateSep 2021
Total AUM$136.4M
Discretionary$133.6M
Non-Disc.$2.8M
Employees6
Clients0
DateJul 2021
Total AUM$136.4M
Discretionary$133.6M
Non-Disc.$2.8M
Employees8
Clients0
DateMay 2021
Total AUM$136.4M
Discretionary$133.6M
Non-Disc.$2.8M
Employees6
Clients0
DateMay 2021
Total AUM$136.4M
Discretionary$133.6M
Non-Disc.$2.8M
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0