{
  "crd_number": 177523,
  "slug": "dedora-capital-inc-napa-ca-177523",
  "primary_business_name": "DEDORA CAPITAL, INC.",
  "legal_name": "DEDORA CAPITAL, INC.",
  "dbas": [
    "CARNEROS CAPITAL MANAGEMENT"
  ],
  "city": "Napa",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "34900",
  "metro": {
    "cbsa_code": "34900",
    "common_name": "Napa",
    "msa_name": "Napa, CA",
    "path": "/advisors/ca/napa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-22",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 550691298.0,
  "raum_discretionary": 548507820.0,
  "raum_non_discretionary": 2183478.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 579015.0,
      "count": 7
    },
    "individuals": {
      "raum": 139504565.0,
      "count": 356
    },
    "pension_profit_sharing": {
      "raum": 3762614.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 405996221.0,
      "count": 104
    },
    "corporations_other_businesses": {
      "raum": 848883.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "LA",
    "NV",
    "OR",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://dedoracapital.com",
    "https://facebook.com/DEDORACAPITAL",
    "https://linkedin.com/COMPANY/DEDORA-CAPITAL-INC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/177523",
  "city_as_filed": "NAPA",
  "url": "https://advisorcensus.com/firm/dedora-capital-inc-napa-ca-177523",
  "display_name": "Dedora Capital, Inc.",
  "summary": "Dedora Capital, Inc. is an SEC-registered investment advisory firm in Napa, CA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Dedora Capital, Inc. (CRD 177523): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Dedora Capital, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dedora Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Dedora Capital, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $250 an hour (financial planning and advice services for Certified…); Hourly rate: $150 an hour (financial planning and advice services for Financial…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Dedora Capital, Inc. located?",
      "a": "Dedora Capital, Inc.'s principal office is in Napa, CA, according to its Form ADV."
    },
    {
      "q": "Is Dedora Capital, Inc. registered with the SEC or a state?",
      "a": "Dedora Capital, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 177523."
    },
    {
      "q": "How much does Dedora Capital, Inc. manage?",
      "a": "Dedora Capital, Inc. reports $550,691,298 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dedora Capital, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dedora Capital, Inc.: Regulatory assets under management: $322,872,133 in the October 2021 data and $550,691,298 in the October 2026 data, up 71%. Total employees: 4 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dedora Capital, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (356); high net worth individuals (104); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Dedora Capital, Inc. use?",
      "a": "Dedora Capital, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dedora Capital, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/177523"
    },
    {
      "q": "What changed in Dedora Capital, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $487,051,982 to $550,691,298 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 322872133.0,
      "total_employees": 4,
      "filing_date": "2021-04-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 405581554.0,
      "total_employees": 9,
      "filing_date": "2022-02-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 339593817.0,
      "total_employees": 10,
      "filing_date": "2023-02-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 424714256.0,
      "total_employees": 11,
      "filing_date": "2024-08-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 487051982.0,
      "total_employees": 11,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 550691298.0,
      "total_employees": 12,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $487,051,982 to $550,691,298 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning and advice services for Certified…)",
      "Hourly rate: $150 an hour (financial planning and advice services for Financial…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning and advice services for Certified…)"
        ],
        "quotes": [
          "Our hourly fee is $250. Our flat fees generally range from $750 to $10,000. Fees based on a percentage of managed Plan assets"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (financial planning and advice services for Financial…)"
        ],
        "quotes": [
          "Our hourly fees are $2 50 for Certified Financial Planner, $150 per hour for Financial Advisors. Flat fees generally range from $1,500 to $10 ,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and advice services for Certified Financial Planner"
        },
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and advice services for Financial Advisors"
        }
      ]
    },
    "quotes": [
      "Our hourly fee is $250. Our flat fees generally range from $750 to $10,000. Fees based on a percentage of managed Plan assets",
      "Our hourly fees are $2 50 for Certified Financial Planner, $150 per hour for Financial Advisors. Flat fees generally range from $1,500 to $10 ,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dedora-capital-inc-napa-ca-177523.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 356,
      "fewer_than_5": false,
      "raum": 139504565.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 104,
      "fewer_than_5": false,
      "raum": 405996221.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3762614.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 579015.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 848883.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/177523",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}