Mark David Nortman
Investment adviser representative at Capitol Family Office, Inc.
15 yearsExperience
2 statesRegistered in
$136.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Capitol Family Office, Inc.Aug 2011 to now
- Financial Advocates Investment ManagementJan 2013 to Mar 2021
- LPL FinancialAug 2011 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Capitol Family Office, Inc.
$136.1MAssets managed
124Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4514959
- Firm CRD
- 312005