You get One Life.Don't spend it waiting.

Erica Nortman, Managing Partner, Capitol Family Office
Managing Partner

Erica Nortman

My favorite part of anything is the before and after. Give me a complicated financial life and I’ll turn it into a plan you can actually follow. A pile of company stock, a business that owns your calendar, a retirement you’d like to stop second-guessing: I’ve seen them all. Mark finds the better way; I make sure it happens.

I grew up in Yachats, on the Oregon coast, in a family of gourmet cooks, and found this profession in a paperback copy of The Automatic Millionaire while living in Australia. Mark and I met at a big national firm, saw how that business worked, and started Capitol Family Office in 2011 to do it better. I run the firm, lead the planning, and run every planning meeting, so when something important comes up, you get me. Never met a to-do list I didn’t finish.

Mark Nortman, Partner, Capitol Family Office
Partner

Mark Nortman

I read the fine print for a living, and I’ll admit it: I enjoy it. The fine print is where the decisions hide, and somewhere in there is usually one that matters a great deal to you. I learned that on Wall Street, at firms built to be money machines for their shareholders. The goal was a better quarter for the stock, not a better decade for you. So in 2011 Erica and I started Capitol Family Office: a family office, not a money machine.

I’m a natural researcher. I don’t stop until I’ve found the better way, and there almost always is one. I run the research and the portfolio strategies; Erica makes sure the plan actually happens. Montana kid, Columbia grad, would-be neurosurgeon, and a collector of the finer things, a list that keeps getting longer.

Recognized year after year.

Independent, third-party recognition of the founders and the firm. Award disclosures are below.

2026

Five StarWealth Manager

Erica Nortman
2026

Five StarWealth Manager

Mark Nortman
2026

Ascent ClubLPL Financial

Capitol Family Office
2025

Five StarWealth Manager

Erica Nortman
2025

ForbesTop Women WealthAdvisors · Best-In-State

Erica Nortman
2025

Five StarWealth Manager

Mark Nortman
2025

Ascent ClubLPL Financial

Capitol Family Office
2024

Five StarWealth Manager

Erica Nortman
2024

Five StarWealth Manager

Mark Nortman
2024

Ascent ClubLPL Financial

Capitol Family Office
2023

Five StarWealth Manager

Erica Nortman
2023

Five StarWealth Manager

Mark Nortman
2023

Patriot’s ClubLPL Financial

Capitol Family Office
2022

Five StarWealth Manager

Erica Nortman
2022

Five StarWealth Manager

Mark Nortman
2022

Patriot’s ClubLPL Financial

Capitol Family Office
2021

Five StarWealth Manager

Erica Nortman
2021

Five StarWealth ManagersUnder 40

Erica Nortman
2021

Five StarWealth Manager

Mark Nortman
2021

Chairman’s ClubLPL Financial

Capitol Family Office
2020

Five StarWealth Manager

Erica Nortman
2020

Five StarWealth Manager

Mark Nortman
2020

Patriot’s ClubLPL Financial

Capitol Family Office
2019

Five StarWealth Manager

Erica Nortman
2019

Women’s Choice AwardFinancial Advisors

Erica Nortman
2019

Five StarWealth Manager

Mark Nortman
2019

Patriot’s ClubLPL Financial

Capitol Family Office
2018

Five StarWealth Manager

Erica Nortman
2018

Five StarWealth Manager

Mark Nortman
2018

Patriot’s ClubLPL Financial

Capitol Family Office
2017

Five StarWealth Manager

Erica Nortman
2017

Five StarWealth Manager

Mark Nortman
2016

Five StarWealth Manager

Erica Nortman
2016

Five StarWealth Manager

Mark Nortman
2015

Five StarWealth Manager

Erica Nortman
2015

Five StarWealth Manager

Mark Nortman
2015

Chairman’s ClubLPL Financial

Mark Nortman
2014

Five StarWealth Manager

Erica Nortman
2014

Five StarWealth Manager

Mark Nortman
2014

Patriot’s ClubLPL Financial

Mark Nortman
2013

Five StarWealth Manager

Erica Nortman
2013

Five StarWealth Manager

Mark Nortman
2013

Director’s ClubLPL Financial

Mark Nortman
2011

Five StarWealth Manager

Mark Nortman

Award disclosure information

Our Name

Why the O?

O
Capit·o·l · not capit·a·l

Named after people and ideas. Not money.

People ask why we spell it with an O. It's on purpose.

Capitol

Money is a tool, and “capital” is just another word for it. Nobody names a firm after a hammer. We wanted a name that stood for people and the best ideas, so we picked the other spelling.

A capitol is where those come together. The Capitol in Rome was the hill where the best minds of the day gathered to make the decisions that mattered. Every capitol was built on the same idea: one central place where the decisions get made.

That's what we set out to build. One place where the best ideas, the best strategies, and the best people are already assembled, so you don't have to go find them yourself.

Family Office

“Family Office” is the standard we hold ourselves to. For nearly 150 years, the wealthiest families in the country have had a private office that handles everything for them: investments, taxes, planning, all talking to each other. Our mission is to give you the same thing.

So that's the name. A capitol with an O, one central place where the decisions get made by people who work for you and no one else.

The facts that decide whose side we're on.

Founded
2011. Independent from day one.
Structure
SEC Registered Investment Adviser. No proprietary products.
Standard of Care
Fiduciary on every recommendation.
How We're Paid
One fee, agreed in advance.
Where Assets Sit
Schwab, Fidelity, LPL. Titled in your name, never held by us.
Who We Serve
Employees, owners, retirees with $1M+, nationwide.

One office, accountable for the whole. That's the entire reason we exist.

Find out if this is your firm.

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