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DORATO CAPITAL MANAGEMENT

CRD 110097 · SEC 801-135310

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$138.7M

Discretionary AUM

$138.7M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREPARATION

Client types

TypeClientsAUM
Individuals94$138.7M

States served

CA, CO, TX

All web addresses on file

Official SEC filing: View on IAPD