Overview
Assets Under Management: $129 million
High-Net-Worth Clients: 36
Average Client Assets: $2.1 million
Frequently Asked Questions
THE CAPELOTO & HEDRICK CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312356), THE CAPELOTO & HEDRICK CO is subject to fiduciary duty under federal law.
THE CAPELOTO & HEDRICK CO serves 36 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, THE CAPELOTO & HEDRICK CO offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
THE CAPELOTO & HEDRICK CO manages $129 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, THE CAPELOTO & HEDRICK CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.91%
Average Client Assets: $2.1 million
Total Client Accounts: 414
Discretionary Accounts: 414
Regulatory Filings
CRD Number: 312356
Filing ID: 2071689
Last Filing Date: 2026-03-19 13:04:58