The Capeloto & Hedrick Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$0 - $2,500,000: 1.00% annually $2,500,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Account minimum: $100,000
Main office
Seattle WA
Advisors at this office
2
Most active in
Washington
Also doing business as
Foster Point · Foster Point Capital · Foster Point Capital, LLC · Foster Point Wealth Management · The Capeloto & Hedrick Co
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Foster Point Capital, LLC. The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and entities such as trusts and family offices. The firm uses a blend of strategic allocation, tactical adjustments, and diverse investment instruments, managing portfolios primarily with a passive approach while incorporating options and other strategies as needed.
Betty H
CFP®, Series 63
Seattle, WA
The Capeloto & Hedrick Co
Betty Hedrick is a CFP® with 34 years of industry experience and is a principal at The Capeloto & Hedrick Co. She worked previously at The Hedrick Co. for 39 years. Hedrick volunteers as a team leader for WIFE.org Second Saturday, where she teaches the financial section of a workshop on divorce. The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and entities such as trusts and family offices. The firm employs a blend of strategic allocation and tactical adjustments, generally managing portfolios passively while also utilizing defensive option strategies, short selling, and structured instruments.
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