# Erica Nortman

> Erica Nortman is a fee-only financial advisor at Capitol Family Office in Beaverton, Oregon. Erica charges a percentage of assets (a $1,000,000 asset minimum) and focuses on equity compensation, founders (pre-exit) and small business owners.

Page: https://find.wellspent.co/advisors/erica-nortman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capitol Family Office
- **Based in:** Beaverton, Oregon
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $136.1M across 462 accounts
- **Specialties:** Equity compensation, Founders (pre-exit), Small business owners, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Executives, Tech employees, Retirees, Founders
- **CRD:** 5492685 (https://adviserinfo.sec.gov/individual/summary/5492685)
- **SEC registration:** Investment adviser representative in OR, WA
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.capitolcfo.com

## Frequently asked questions

### Is Erica Nortman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erica holds no broker registration, and Capitol Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erica charge for financial advice?

Erica charges a percentage of assets.

### How much does Erica charge?

According to Capitol Family Office's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Does Erica work with clients virtually?

Yes. Capitol Family Office says on its website that it works with clients remotely.

### Where is Erica Nortman based?

Erica Nortman is based in Beaverton, Oregon.

### What does Erica specialize in?

Erica's specialties include equity compensation, founders (pre-exit), small business owners, retirement planning, estate & legacy planning and tax planning. Erica works with executives, tech employees, retirees and founders.

### Is Erica Nortman registered with the SEC?

Yes. Erica Nortman is registered as an investment adviser representative in OR and WA (CRD 5492685), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capitol Family Office manage?

Capitol Family Office reports $136.1M across 462 accounts in assets under management.

### How do I contact Erica Nortman?

Through Erica's website, www.capitolcfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5492685): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://capitolcfo.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.