Top Family Offices in Beaverton 2026

Key Facts About Capitol Family Office

• Capitol Family Office Inc. manages roughly $136.5 million in assets under management (AUM) from its headquarters at 1500 NW Bethany Blvd in Beaverton, Oregon.
• The firm operates as a multi-family office (MFO) serving 524 clients under a fee-only model that removes commission-based conflicts.
• Two registered advisors, Mark Nortman and Erica Nortman, maintain a client-to-advisor ratio of 262 to 1.
• Capitol Family Office holds SEC registration and is licensed to operate in both Oregon and Washington states.
• Services span eight categories: financial planning, portfolio management, pension consulting, tax, insurance, lending, banking, and real estate.
• The Portland metro area hosts larger competitors including Becker Capital Management at $5 billion AUM and The Clarius Group at $5.1 billion AUM.
• Capitol Family Office's 13F filings show major holdings in Microsoft ($3.3 million), Apple ($2.8 million), and Nike ($2.6 million).

Capital Family Office Beaverton: Landscape Overview

Capitol Family Office positions itself as "Your Personal CFO." This boutique multi-family office in Beaverton bundles wealth management, tax planning, estate planning, and lending into a single advisory relationship. The firm sits at 1500 NW Bethany Blvd, Suite 200, in Beaverton's professional corridor along the Bethany commercial district. Its SEC-registered, fee-only structure grants fiduciary standing, meaning it must act in its clients' best interest.

The broader Portland metro wealth market includes several larger players. Becker Capital Management in downtown Portland oversees $5 billion in managed assets for high-net-worth individuals, families, and nonprofits. The Clarius Group, a Seattle-based firm with $5.1 billion in capital managed, served Pacific Northwest families under a shared family office model. Clearstead Advisors acquired it in January 2026. VergePointe in Lake Oswego, Geffen Mesher in Portland, and Downing & Company round out the regional field.

Oregon's lack of a state sales tax creates distinct wealth preservation dynamics for families domiciled here. Oregon's state income tax rate can reach 9.9%, making tax planning a central concern. Families with assets or business interests in neighboring Washington face cross-border complexity. Washington has no state income tax but does levy an estate tax. Capitol Family Office's dual-state registration in Oregon and Washington addresses that specific need.

Family Office Comparison at a Glance

The table below compares Capitol Family Office against regional and national wealth management firms relevant to families in the Beaverton and Portland metro area. AUM figures come from the most recent regulatory filings available.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
The Clarius Group (Clearstead)	MFO	$5.1B	Tailored investment management	Investment management, personal accounting	Seattle, WA
Becker Capital Management	MFO	$5B	HNW individuals, families, nonprofits	Financial planning, lifestyle solutions, SFO/MFO services	Portland, OR
Alpha Capital Family Office	MFO	$217.4M	Personalized client teams	Financial planning, portfolio management, wrap fee programs	Greenwood Village, CO
Capitol Family Office	MFO	$136.5M	Full-spectrum planning	Financial planning, tax, lending, insurance, real estate	Beaverton, OR
Geffen Mesher	MFO	—	$10M–$500M NW families	Tax, estate planning, accounting, consulting	Portland, OR
VergePointe	MFO	—	Entrepreneurs, alternatives	Wealth management, trust services, private banking	Lake Oswego, OR
Downing & Company	MFO	—	Affordable fixed-fee FO	Tax, estate, wealth management, bookkeeping	Portland, OR

Capitol Family Office sits in the mid-range for AUM among these firms. Its competitive edge lies in service breadth rather than asset scale, covering eight distinct service categories from a single platform.

Top Picks by Strategy

• Largest AUM in the Pacific Northwest: The Clarius Group (now Clearstead Advisors) managed $5.1 billion before its January 2026 merger. That made it the region's largest dedicated family office platform.
• Best for Full-Spectrum Planning: Capitol Family Office bundles eight service lines (tax, lending, insurance, banking, real estate, portfolio management, pension consulting, and financial planning) into its personal CFO model.
• Top Portland Investment Manager: Becker Capital Management brings $5 billion in AUM and decades of experience serving families, nonprofits, and institutions from downtown Portland.
• Strongest for Entrepreneurs: VergePointe in Lake Oswego focuses on successful business owners and offers access to private equity and real estate alternatives alongside traditional wealth management.
• Most Accessible Fee Model: Downing & Company provides fixed-fee family office services backed by a team of over 70 professionals in investment, estate, and tax disciplines.
• Leading Choice for $10M–$500M Families: Geffen Mesher targets this net worth band with integrated accounting, tax planning, and wealth advisory rooted in its CPA-firm heritage.
• National MFO Benchmark: Pathstone manages over $170 billion in aggregate assets for ultra-high-net-worth (UHNW) families and foundations, setting a scale reference for families comparing local and national options.

Top Family Offices in Detail

Capitol Family Office, Inc.

Eight service categories under one roof make Capitol Family Office the most broadly bundled advisory firm in Beaverton. The firm manages $136.5 million for 524 clients on a fee-only basis, charging percentage-of-assets or fixed fees with zero commissions. Mark Nortman and Erica Nortman lead the six-person team, each with 14 years of advisory experience.

Capitol's 13F filings reveal a portfolio tilted toward large-cap U.S. equities: $3.3 million in Microsoft, $2.8 million in Apple, and $2.6 million in Oregon-headquartered Nike. The firm also holds positions in Eli Lilly ($1.8 million) and JPMorgan Chase ($600,000). Beyond portfolio management, Capitol handles pension consulting, lending coordination, insurance planning, and real estate guidance. Families seeking a single point of contact for decisions ranging from retirement planning to succession planning will find this breadth unusual at the $136.5 million AUM level.

Becker Capital Management

Portland's largest homegrown investment manager oversees $5 billion in assets for high-net-worth individuals, families, nonprofits, and institutional clients. Becker offers both single family office (SFO) and multi-family office services. This dual model lets it scale advice from dedicated private-client teams up to shared platforms.

The firm's investment management heritage gives it deeper portfolio construction resources than most regional competitors. Becker also provides lifestyle solutions, an umbrella term covering concierge-level coordination of non-financial needs. Families with $50 million or more in investable assets who want institutional-grade research and a local Portland presence should evaluate Becker as a primary option.

The Clarius Group (Clearstead Advisors)

Clearstead Advisors bought The Clarius Group in January 2026, combining Clearstead's Ohio-based advisory platform with Clarius's $5.1 billion Pacific Northwest family office practice. Before the merger, Clarius operated a shared family office model. Multiple families gained access to tailored investment management and personal accounting without the overhead of a standalone SFO.

The deal reflects a consolidation trend in the regional market. Families already working with Clarius now tap into Clearstead's broader resources. New clients gain a nationally backed platform with deep Pacific Northwest roots.

VergePointe

Entrepreneurs who have built and sold businesses form VergePointe's core clientele. Based in Lake Oswego, roughly 15 minutes from Beaverton, the firm provides wealth management, financial planning, and trust and estate services. What sets it apart is direct access to alternative and direct investments, including private equity allocations and real estate opportunities.

VergePointe also serves as an advisory resource to trustees, adding an oversight role that most boutique firms in the Portland metro area do not offer. Business owners planning a liquidity event or managing post-exit wealth will find its specialization well matched to their needs.

Geffen Mesher & Company

Families with a net worth between $10 million and $500 million are Geffen Mesher's stated target. The firm's family office services grow out of its roots as a Portland CPA and consulting practice, giving it unusual depth in tax planning, accounting, and estate strategy. That accounting DNA means Geffen Mesher approaches wealth management through a compliance-first lens.

Families whose primary concern is minimizing Oregon's 9.9% top income tax rate while coordinating estate transfers benefit from Geffen Mesher's integrated model. It eliminates the friction of managing separate advisory and accounting relationships.

Downing & Company

Fixed-fee pricing and a team of over 70 professionals make Downing & Company the most cost-transparent private wealth office option in Portland. The firm covers tax planning, accounting, estate planning, wealth management, and bookkeeping under predictable annual fees rather than percentage-of-assets charges.

This model suits families who want family office services without the variable cost tied to AUM growth. Downing's scale lets it field specialists in capital deployment strategy, estate law, and tax compliance. That depth of team exceeds what smaller boutiques can match at comparable price points.

Investment Trends in the Portland Metro Wealth Market

Large-Cap Equity Concentration Among Local Firms

Capitol Family Office's 13F filings show a clear tilt toward blue-chip U.S. stocks. Its top three positions in Microsoft, Apple, and Nike total $8.7 million. Nike's Beaverton headquarters creates a home-market familiarity that local advisors often leverage. This large-cap focus reflects a wealth preservation strategy common among Portland metro family offices serving clients with moderate AUM levels.

Pacific Northwest Family Office Consolidation

Clearstead Advisors' purchase of The Clarius Group in January 2026 marks the most notable M&A event in the regional family office space. Consolidation reduces the number of independent options for Pacific Northwest families. It also creates larger, better-resourced platforms that can compete with national firms like Pathstone ($170 billion in aggregate assets) for UHNW clients.

Full-Service Bundling

Beaverton and Portland firms are expanding beyond portfolio management into lending, insurance, banking, and real estate coordination. Capitol Family Office's eight-category service model reflects this trend. Downing & Company's 70-person team similarly bundles tax, estate, and allocation services under one roof. Families benefit from fewer handoffs between providers, though they should verify each firm's depth of expertise in every service line.

Oregon's Tax Landscape as a Planning Driver

Oregon levies no sales tax but applies a top marginal income tax rate of 9.9%. Washington, by contrast, has no income tax but charges sales tax and imposes a separate estate tax. Families with homes or business interests in both states face layered planning needs. Local wealth management firms like Capitol, registered in both Oregon and Washington, address this cross-border complexity directly.

How to Evaluate a Family Office in Beaverton

Start with regulatory verification. Capitol Family Office holds SEC registration, which you can confirm through the Investment Adviser Public Disclosure database at advisorinfo.sec.gov. FINRA BrokerCheck provides additional background on individual advisors, including any disclosure events.

Compare client-to-advisor ratios carefully. Capitol Family Office's ratio of 262 clients per advisor is high relative to boutique firms. A lower ratio typically means more personalized attention. Families with complex needs should ask how service delivery works at that volume. Becker Capital Management, with its larger team, may offer lower ratios for high-net-worth clients.

Fee structure deserves close scrutiny. Capitol Family Office operates as a fee-only advisor, meaning it earns no commissions from product sales. Not every Portland-area firm follows this model. Request the Form ADV Part 2 brochure from any office you evaluate; it details fees, services, and potential conflicts of interest. Downing & Company's fixed-fee approach offers an alternative for families who prefer predictable costs.

Dual-state capability matters for many Beaverton families. Oregon and Washington have different tax regimes, estate laws, and registration requirements. Capitol Family Office holds registrations in both states. Families with property or business ties in Washington should confirm that any prospective advisor can serve them in both jurisdictions.

Assess family oversight structures and succession planning support. Capitol covers estate planning as part of its eight services, but families needing formal family governance frameworks (family councils, investment committees, next-generation education) may require a larger firm. Becker Capital or Geffen Mesher offer deeper resources in these areas. The right fit depends on whether you prioritize a single coordinating relationship or dedicated experts in every discipline.

Which Family Office Fits Your Needs?

UHNW families with $50 million or more in investable assets will likely outgrow Capitol Family Office's $136.5 million platform. Becker Capital Management and The Clarius Group (now Clearstead Advisors) each manage over $5 billion. They offer institutional-grade research, dedicated teams, and co-investment access that ultra-high-net-worth families expect. Both maintain strong Pacific Northwest roots.

Business owners preparing for or recovering from a liquidity event should evaluate VergePointe's specialization in post-exit wealth. Its Lake Oswego office provides access to private equity and real estate alternatives that complement traditional portfolio management. Families in the $10 million to $500 million net worth range who prioritize tax efficiency will find Geffen Mesher's CPA-rooted model well suited to Oregon's income tax challenges.

Capitol Family Office serves families who want a single advisor relationship covering financial planning, lending, insurance, and real estate at moderate AUM levels. Its personal CFO model works best for clients who value breadth and proactive coordination over institutional scale. Families prioritizing cost certainty should explore Downing & Company's fixed-fee structure, which removes the variable cost tied to asset growth.

Methodology

This guide to capital family office Beaverton and the surrounding Portland metro market draws on SEC filings, FINRA BrokerCheck records, Form ADV disclosures, and publicly available firm profiles. AUM figures reflect the most recent regulatory data available, primarily from 2025 filings. 13F holding data for Capitol Family Office comes from its filed reports with the SEC.

Office selection prioritized SEC-registered firms serving the Portland metro area, supplemented by notable national platforms that Beaverton-area families commonly evaluate. Rankings and editorial picks reflect an independent assessment of each firm's services, scale, specialization, and relevance to families in this market. No office paid for inclusion or placement in this article.