The Capeloto & Hedrick Co

Overview

The Capeloto & Hedrick Co. is a privately owned LLC that advises individuals and families on discretionary portfolios and provides institutional portfolio management for small businesses and other entities. The firm charges fees as a percentage of assets under management and supplements its advisory practice with published newsletters and educational seminars or workshops. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments, and the firm also allocates to mutual funds and third-party real estate vehicles to broaden client exposure. Portfolio construction appears equity-focused: allocations are tilted toward exchange-traded equities as the dominant sleeve, while fixed income and cash positions fill out tactical needs. The firm is not positioned as an ESG-focused manager, and it does not operate as a pension consultant, multi-state adviser, or capital allocator. Custody and execution are centralized through a single broker-custodian relationship, which supports the firm’s streamlined operational model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices