CAPITOL FAMILY OFFICE, INC.

CRD 312005File 801-120221

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$136.1M

Bottom 25% of cohort (national)

Discretionary AUM

$130.7M

Non-discretionary $5.4M

Clients

124

462 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jan 26, 2021
Principal office: 1500 NW BETHANY BLVD., SUITE 200, BEAVERTON, OR, 97006
Phone: (503) 897-0236
Website: https://www.capitolcfo.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $136.1M
Discretionary AUM: $130.7M
Non-discretionary AUM: $5.4M
Discretionary accounts: 448
Non-discretionary accounts: 14
Total accounts: 462
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	45	$92.1M
Individuals (other than high net worth individuals)	79	$44.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.