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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2021
- Office Locations
- 1
Office Locations
About THE Capeloto & Hedrick CO
Seattle-based The Capeloto & Hedrick Co provides comprehensive wealth management for individuals navigating major life transitions—retirement, career change, divorce, and complex employer benefits—pairing personalized financial planning with investment, tax, and estate strategies. The firm emphasizes holistic planning and typically builds portfolios primarily with ETFs alongside U.S. government/agency bonds, with custody that includes Charles Schwab.
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Owner & Executives
ANTHONY CHRISTIAN CAPELOTO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5913227
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BETTY JUNE HEDRICK
Senior Advisor
- CRD
- #1648247
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,503,752 | $310,396 |
| Non-Discretionary | $0 | -- |
| Total | $128,503,752 | $310,396 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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