Dorato Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 110097
- Registered since
- February 10, 2026
- Website
- www.doratocapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dorato Capital Management is an independent registered investment adviser organized as a corporation. The firm is SEC-registered (2026) and described in the data as owned by an individual. Its client focus is individuals and families, with advisory work that includes financial planning and portfolio management for individual clients and small businesses. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a pension consultant or multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities80%
- US Government Bonds12%
- Cash & Cash Equivalents8%
Contacts
3 of 3Steven Teselle
OwnerCRD 2831330
Jessica TeSelle
Portfolio ManagerCRD 7682698
Benjamin Teselle
Portfolio ManagerCRD 7048904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$48.8M in ETFs
96%
$46.8M
4%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US TIPS ETF (SCHP) | Schwab | Passive | Inflation Protected Bond | $7.1M | 270,159 | 14.52% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Metanoia Financial, LLC
RIAPennantpark Private Income Fund Advisers LLC
RIAMiami Beach, FL
Howland And Associates, LLC
RIASt Petersburg, FL
Broussard Financial Group, LLC
RIAKaplan, LA
Revere Capital Management LP
RIADallas, TX
Wisdom Wealth Investment Advisors LLC
RIAPhoenix, AZ