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DEDORA CAPITAL, INC.
CRD 177523 · SEC 801-96227
1600 MAIN STREET, NAPA, CA, 94559, United States
Phone
707-253-0681
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$550.7M
Discretionary AUM
$548.5M
Team
12 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingULTRA HIGH NET WORTH & CORPORATE CONSULTING; CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 356 | $139.5M |
| High net worth individuals | 104 | $406.0M |
| Charitable organizations | 7 | $579K |
States served
AZ, CA, CO, LA, NV, OR, PA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD