Erica Nortman
Capitol Family Office · Beaverton, Oregon
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.
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Specialties
Who they serve
- Executives
- Tech employees
- Retirees
- Founders
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 |
| Accepting new clients | Yes |
| Assets under management | $136.1M across 462 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 5492685 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.capitolcfo.com |
| Profile |
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Questions about Erica
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Capitol Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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