Betty J. Hedrick

THE CAPELOTO & HEDRICK CO

Seattle, WA

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CRD#: 1648247

Professional summary

Betty June Hedrick, CFP®, who also goes by Betty Ruud, is a registered financial advisor currently at THE CAPELOTO & HEDRICK CO located in Seattle, Washington.

Betty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Betty has worked at 3 firms and has passed the Series 63, Series 7, Series 4 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Estate Planning

Comprehensive Financial Planni...

Investment Planning

Insurance Planning

Divorce Planning

Are you a "fiduciary"?

Yes

Aliases

Betty Ruud

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Hedrick volunteers for WIFE.org Second Saturday. She is team leader and teaches the financial section of a 4 hour workshop on divorce held monthly. WIFE.org is Women's Institute for Financial Education. This volunteer work results in clients for the investment advisory business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betty June Hedrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

September 3, 2024 - Present

THE CAPELOTO & HEDRICK CO

RIA

CRD#: 312356

Seattle, WA

Past

December 1, 1991 - August 30, 2025

THE HEDRICK CO.

RIA

CRD#: 115865

MERCER ISLAND, WA

Past

March 24, 1987 - June 8, 1999

PACIFIC HARBOR SECURITIES, INC.

CRD#: 8755

HIGHLAND, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE CAPELOTO & HEDRICK CO

FOSTER POINT | THE CAPELOTO & HEDRICK CO | FOSTER POINT WEALTH MANAGEMENT | FOSTER POINT CAPITAL, LLC | FOSTER POINT CAPITAL

CRD#: 312356 / SEC#: 801-134220

RIA

Registered Investment Advisory firm - (8/26/2025 Approved)

Washington

Registered Investment Advisory firm - (10/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(9/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/10/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 5/23/1990

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/21/1989

General Securities Principal Examination

Current Firm

THE CAPELOTO & HEDRICK CO

FOSTER POINT | THE CAPELOTO & HEDRICK CO | FOSTER POINT WEALTH MANAGEMENT | FOSTER POINT CAPITAL, LLC | FOSTER POINT CAPITAL

CRD#: 312356 / SEC#: 801-134220

RIA

Registered Investment Advisory firm - (8/26/2025 Approved)

Washington

Registered Investment Advisory firm - (10/24/2025 Terminated)

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Contact information

Main Address

Seattle, WA

Mailing Address

Phone number

(206) 659-1715

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOSTER POINT CAPITAL LLC (DBA THE CAPELOTO & HEDRICK CO) BROCHURE (7/23/2025)

Regulatory assets under management

Total Number of Accounts	403
AUM (Assets Under Management)	$ 121,012,423

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Betty J. Hedrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betty June Hedrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HEDRICK CO.

PACIFIC HARBOR SECURITIES, INC.

Primary Firm SEC Registration

THE CAPELOTO & HEDRICK CO

State Registrations and Notice Filings

Exams

Series 63

Date: 4/10/1987

Series 7

Date: 3/21/1987

Series 4

Date: 5/23/1990

Series 24

Date: 6/21/1989

Current Firm

THE CAPELOTO & HEDRICK CO

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE CAPELOTO & HEDRICK CO

TRUST BUT VERIFY

Contact information

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