Managing Partner & Chief Compliance Officer · Capitol Family Office, Inc.
Erica G. Nortman
CRD 5492685 · Named on Form ADV at one SEC-registered adviser
At a glance
Capitol Family Office, Inc., an SEC-registered wealth manager based in Beaverton, OR with $136 million in regulatory assets, lists Erica G. Nortman on its Form ADV as Managing Partner & Chief Compliance Officer, a control person.
Firms and roles
- Capitol Family Office, Inc.Managing Partner & Chief Compliance OfficerWealth manager · Beaverton, OR · $136M in regulatory assets
AtlasMembers
Erica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Mark D. NortmanPresident, Capitol Family Office, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.