Pierre Gendreau
Capo Creek Financial Solutions · San Clemente, California
Pierre Gendreau is a fee-only financial advisor at Capo Creek Financial Solutions in San Clemente, California. Capo Creek Financial Solutions reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Capo Creek Financial Solutions |
|---|---|
| Based in | San Clemente, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9M across 42 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4335205 |
| Exams passed | Series 63 (2002) · Series 65 (2020) |
| Disclosures | None reported |
| Profile |
How Pierre's firm compares
- Capo Creek Financial Solutions's average account is about $214,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Pierre
Is Pierre Gendreau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pierre holds no broker registration, and Capo Creek Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pierre charge for financial advice?
Pierre's firm, Capo Creek Financial Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Pierre Gendreau based?
Pierre Gendreau is based in San Clemente, California.
Is Pierre Gendreau registered with the SEC?
Yes. Pierre Gendreau is registered as an investment adviser representative in CA (CRD 4335205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capo Creek Financial Solutions manage?
Capo Creek Financial Solutions reports $9M across 42 accounts in assets under management.
How do I contact Pierre Gendreau?
Contact details aren't on file yet. Search for Capo Creek Financial Solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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