Firm
Capitol Family Office
Beaverton, Oregon
Fee-only
Facts
| Based in | Beaverton, Oregon |
|---|---|
| Website | capitolcfo.com |
| [email protected] | |
| Phone | (503) 897-0236 |
Capitol Family Office fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$1M in investable assets , counting things like your 401(k), IRAs, brokerage accounts, and company stock." source
"$1M in investable assets" source
"Many large companies let an outside advisor manage your 401(k) right inside the plan" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $136 million |
| Individual clients | 79 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 312005 |