A complete list of active advisors currently associated with The Capeloto & Hedrick Co

Warmer can help you find a great advisor at The Capeloto & Hedrick Co or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Capeloto & Hedrick Co, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.