Dorato Capital Management

RIASEC & State Registered

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$590K

Accounts

235

Employees

3

Advisory reps

3

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

FINTRX

Overview

Dorato Capital Management is an independent, individual-owned registered investment adviser that provides financial planning and discretionary portfolio management to individuals and families. The firm is SEC-registered (2026) and charges clients via a mix of asset-based fees, hourly fees, and fixed fees. Its advisory services emphasize traditional wealth management for retail and small-business clients rather than institutional consulting or capital allocation to external managers. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities80%
US Government Bonds12%
Cash & Cash Equivalents8%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 70

Active vs passive

$51.9M in ETFs

Passive

96%

$50M

Active

3%

$1.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US TIPS ETF (SCHP)	Schwab	Passive	Inflation Protected Bond	$7.7M	305,583	14.80%

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Primary office

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Location

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Headquartered in , null.

Office locations

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