The Capeloto & Hedrick Co

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Client assets under management

$128,503,752

Clients

126

29% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,019,871

About

The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high‑net‑worth clients, and other entities such as trusts, estates, and family offices. The firm manages diversified portfolios across equities, fixed income, mutual funds, ETFs and other instruments and generally charges asset‑based fees while delivering portfolio management for individual clients.

The firm builds investor risk profiles to map clients to investment guides that blend strategic allocation with tactical adjustments, drawing on modern portfolio theory, fundamental and macroeconomic analysis, and valuation-driven decision making. Portfolios are typically passively managed within those frameworks but the firm can employ defensive option strategies, short selling, and structured instruments as part of its investment toolkit and manages client accounts on a discretionary basis with periodic reviews.

Compared with peers of its size, the firm publishes periodicals/newsletters and runs educational seminars and workshops for clients—capabilities that are statistically uncommon among similar supported advisers. It also discloses that one of its advisers operates a fee‑based divorce financial consultancy and that the firm uses AI for administrative and client‑service tasks only; both relationships and technologies are subject to disclosed conflicts‑of‑interest controls.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management

Occupation focus

Executive

Fee options

Percentage

$0 - $2,500,000: 1.00% annually $2,500,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Other

Account minimum: $100,000

Main office location

The Capeloto & Hedrick Co

Seattle WA, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 206-659-1715

Advisors at this firm

Anthony C

Series 63, Series 66

Seattle, WA

The Capeloto & Hedrick Co

Anthony Capeloto is a financial advisor at The Capeloto & Hedrick Co with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Tegus, Canalyst, Foster Point Capital, and Wells Fargo Advisors. The Capeloto & Hedrick Co serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm uses a combination of strategic and tactical allocation based on an Investor Risk Profile and employs fundamental, macroeconomic, quantitative, and technical analysis, with portfolio management typically passive and discretionary.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Executive

Betty H

CFP®, Series 63

Seattle, WA

The Capeloto & Hedrick Co

Betty Hedrick is a CFP® with 34 years of experience in the financial industry. She has been with The Hedrick Co. since 1986 and currently works at The Capeloto & Hedrick Co in Seattle, WA. Hedrick volunteers as a team leader for WIFE.org, where she teaches the financial section of a monthly workshop on divorce. The Capeloto & Hedrick Co serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm uses a combination of strategic and tactical allocation methods based on an Investor Risk Profile and employs fundamental, macroeconomic, quantitative, and technical analysis, with portfolio management typically conducted on a passive, discretionary basis.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Executive

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