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 organized as a corporation and registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management across retail and business/institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fees are charged on a percentage-of-assets basis and through hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not presented as a multi-state or related 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 1PAUL DEDORA
President, Chief Investment OfficerCRD 2721762
Contacts
3 of 4WILLIAM 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 51Active vs passive
$289M in ETFs
61%
$176M
28%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $31.1M | 210,147 | 10.75% |
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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