# The Capeloto & Hedrick Co

> The Capeloto & Hedrick Co is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 312356
- Filed as: THE CAPELOTO & HEDRICK CO
- Legal name: Foster Point Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312356
- AdvisorCensus page: https://advisorcensus.com/firm/the-capeloto-and-hedrick-co-312356

## Quick answers

**How is The Capeloto & Hedrick Co compensated?**
On its Form ADV (Item 5.E, October 2026), The Capeloto & Hedrick Co reports these compensation arrangements: a percentage of assets under its management.

**Is The Capeloto & Hedrick Co registered with the SEC or a state?**
The Capeloto & Hedrick Co is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 312356.

**How much does The Capeloto & Hedrick Co manage?**
The Capeloto & Hedrick Co reports $128,503,752 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does The Capeloto & Hedrick Co serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (36).

**Which custodians does The Capeloto & Hedrick Co use?**
The Capeloto & Hedrick Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Capeloto & Hedrick Co report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312356

**Does The Capeloto & Hedrick Co state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "We generally require a minimum account size of $100,000 to open and maintain an account with us, which may be waived by TCH in its sole discretion."

**What changed in The Capeloto & Hedrick Co's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum account size of $100,000 to open and maintain an account with us, which may be waived by TCH in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $128,503,752
- Discretionary: $128,503,752
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $51,518,788 |
| High net worth individuals | 36 | $76,984,964 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thecapelotohedrick.co
- LinkedIn @thecapelotohedrickco
- LinkedIn @tonycapeloto
- X @FosterPointCap
- X @Tonycapeloto
- X @capelotohedrick
- X @fosterpointwm

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Capeloto & Hedrick Co (CRD 312356): Form ADV filing data as of October 2026.