Debbie
Byerly
Capitol Family Office, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Debbie Byerly is a financial advisor working out of Beaverton, Oregon, who has 2 years of industry experience. Byerly works at Capitol Family Office, Inc. Over the course of their career, they have held roles at Sentara Healthcare, Byerly Wealth Management and Capitol Family Office, Inc. Byerly has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Oregon, Virginia and Washington. Capitol Family Office, Inc is an advisory business that has its headquarters in Beaverton, OR. It oversees $133 million in total assets among its 632 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 632 customer accounts, 25% belong to high-net-worth investors who have at least $1 million in investable assets. Capitol Family Office, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules vary depending on which services are offered. However, fee types billed by Capitol Family Office, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Capitol Family Office, Inc Brokerage Details
$133,242,408
5
632
$210,827
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Debbie Byerly Work History
Debbie has been registered as a financial advisor for 2 years.*
Capitol Family Office, Inc
Sentara Healthcare
Byerly Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Debbie Byerly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capitol Family Office, Inc
Stallings, NC
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
