FOSTER POINT CAPITAL, LLC
DBA: THE CAPELOTO & HEDRICK CO
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $128.5M |
| Discretionary | $128.5M100% of AUM |
| Client Accounts | 414 |
| Avg Account Size | $310K |
| Employees | 3 |
| Peak AUM | $128.5MMar 2026 |
| AUM CAGR | +9.4% /yrover 1 yrs · 3 filings |
AUM by Client Type
Total AUM
$129M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $129M | +6.2% | — | — | — |
| Discretionary AUM | $129M | +6.2% | |||
Key Metrics
| Total AUM | $128.5M |
| Discretionary | $128.5M |
| Employees | 3 |
| Client Accounts | 414 |
Contact & Location
Phone
206-659-1715
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$129M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported