Dedora Capital, Inc.

RIASEC Registered

Total AUM

$551M

Discretionary

$549M

100% of AUM

Avg account

$421K

Accounts

1,309

Employees

Advisory reps

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

FINTRX

Overview

Dedora Capital, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC since 2015. The firm is individually owned and positions itself as a multi-client adviser serving both individual/family relationships and institutional mandates. It offers financial planning, discretionary portfolio management for individuals, small businesses and institutional clients, plus pension consulting services. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also bill hourly or via fixed fees. Dedora does not identify as an active ESG investor and is not set up as a capital allocator, indicating it relies on outside managers and pooled vehicles rather than running a direct private-capital deployment program.