Dedora Capital, Inc.
Firm details
- Headquarters
- Napa, California
- CRD number
- 177523
- Registered since
- May 22, 2015
- Website
- www.dedoracapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.72%
- Individuals25.33%
- Pension & Profit Sharing Plans0.68%
- Corporations / Businesses0.15%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Dedora Capital, Inc. is an independent, privately owned registered investment adviser that provides advisory services to both individuals and institutions. The firm’s advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for corporate and institutional clients, and pension consulting. Fee arrangements are flexible — the firm charges asset-based fees and also offers hourly and fixed-fee engagements. Dedora does not describe itself as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities32%
- Cash & Cash Equivalents12%
- Private Funds1%
Owners & executives
1 of 1
Paul Dedora
President, Chief Investment OfficerCRD 2721762
Contacts
3 of 4
William Becker
Financial Advisor & Portfolio ManagerCRD 6131583
Terri Cavagnaro
DirectorCRD 5092009
Mark Hill
Financial Advisor & Portfolio ManagerCRD 4920229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$327M in ETFs
62%
$202M
29%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $30.5M | 353,822 | 9.31% |
Location
Napa, CA
Napa
Location
Napa, CA
Headquartered in Napa, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Napa
- Address
- 1600 Main St
- Time zone
- PT (UTC-8)
- Office locations
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