Erica Gail Nortman

Employer firm

Capitol Family Office, Inc. CRD 312005

$136M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 03/2020
  Lpl Financial Llc
  Beaverton, OR
• 01/2013 → 03/2021
  Financial Advocates Investment Management
  Beaverton, OR
• 08/2011 → Present
  Capitol Family Office, Inc.
  Beaverton, OR
• 12/2020 → Present
  Capitol Family Office, Inc.
  Beaverton, OR

Previous Registrations

• 2013-03-11 → 2021-04-01
  Financial Advocates Investment Management
  Olympia, WA
  Beaverton, OR
• 2011-08-30 → 2013-05-02
  Lpl Financial Llc
  Portland, OR
  Olympia, WA
  Beaverton, OR

Other Businesses

(1) Cannon Beach Haus, LLC; Non-Investment Related; 132 W Nelchena Street Cannon Beach, OR 97110; Vacation Rental; Member; 07/2021; 67 hours per month all outside of trading hours; All duties related to maintaining a vacation rental property. (2) Executive Tax Advisors, LLC; Member; investment related: No; Location: 1500 NW Bethany Blvd., Suite 200 Beaverton OR 97006 USA; Description of the business: Income tax preparation and tax planning services; Responsibilities Duties: Erica: CFO, Integrator; Start date with business: 2022-04-13; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 42; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S66 Uniform Combined State Law Examination
  2008-10-14

Other Names

• Gail Erica Briggs
• Erica Gail Briggs