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Capitol Family Office, Inc.
Capitol Family Office, Inc. is an SEC-registered investment adviser headquartered in Beaverton, Oregon. Founded in 2011, the firm operates as a boutique family office serving high net worth individuals and families, providing personalized portfolio management and wealth advisory services. It manages approximately $136.5 million in client assets with a very small team of 2 employees, both of whom are investment professionals. Capitol Family Office focuses on building long-term relationships with a select group of clients, aiming for tailored investment management and intergenerational wealth preservation.
Investment Strategy
Capitol Family Office, Inc. deploys a discretionary asset management approach centered on public equity investments. Its client base is primarily high net worth individuals, supplemented by other individual investors. Portfolio allocations are broad, with significant positions in major blue-chip stocks (such as Microsoft, Apple, Nike, Lilly, and Adobe) indicating a focus on growth and stability. The firm typically combines fundamental analysis with diversified sector exposures and customizes portfolios to client objectives, aiming to deliver sustainable, long-term capital appreciation.
Latest 13F Filing Activity
Capitol Family Office, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 47 equity positions with a total 13F market value of $82M. The fund increased holdings in Vanguard Index FDS, Apple Inc., Ishares TR among other positions. Capitol Family Office, Inc. reduced exposure to Lululemon Athletica Inc., Ishares TR, Nike Inc. among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 50.20% | $41.4M | 126,114 | $226.95 | $328.17 | +$2.9M |
I IJR | ISHARES TR | 8.42% | $6.9M | 58,427 | $104.58 | $118.83 | -$61.0K |
X XLK | SELECT SECTOR SPDR TR | 5.68% | $4.7M | 16,615 | $202.91 | $281.86 | +$524.0K |
A AAPL | APPLE INC | 4.22% | $3.5M | 13,654 | $179.49 | $254.63 | +$675.3K |
M MSFT | MICROSOFT CORP | 4.14% | $3.4M | 6,590 | $301.28 | $517.95 | +$123.4K |
Industry Allocation
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