# Dedora Capital, Inc.

> 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.

- CRD: 177523
- Filed as: DEDORA CAPITAL, INC.
- Also doing business as: CARNEROS CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Napa, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/177523
- AdvisorCensus page: https://advisorcensus.com/firm/dedora-capital-inc-napa-ca-177523

## Quick answers

**How is Dedora Capital, Inc. compensated?**
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).

**How much does Dedora Capital, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $250 an hour (financial planning and advice services for Certified Financial Planner); Hourly rate: $150 an hour (financial planning and advice services for Financial Advisors). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dedora Capital, Inc. located?**
Dedora Capital, Inc.'s principal office is in Napa, CA, according to its Form ADV.

**Is Dedora Capital, Inc. registered with the SEC or a state?**
Dedora Capital, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 177523.

**How much does Dedora Capital, Inc. manage?**
Dedora Capital, Inc. reports $550,691,298 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Dedora Capital, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Dedora Capital, Inc. serve?**
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).

**Which custodians does Dedora Capital, Inc. use?**
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.

**Does Dedora Capital, Inc. report any disciplinary disclosures?**
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

**What changed in Dedora Capital, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $487,051,982 to $550,691,298 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Hourly rate: $250 an hour (financial planning and advice services for Certified Financial Planner)

> Our hourly fee is $250. Our flat fees generally range from $750 to $10,000. Fees based on a percentage of managed Plan assets

- Hourly rate: $150 an hour (financial planning and advice services for Financial Advisors)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $550,691,298
- Discretionary: $548,507,820
- Non-discretionary: $2,183,478

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 356 | $139,504,565 |
| High net worth individuals | 104 | $405,996,221 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,762,614 |
| Charitable organizations | 7 | $579,015 |
| Corporations or other businesses not listed above | Fewer than 5 | $848,883 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, LA, NV, OR, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dedoracapital.com
- Facebook @DEDORACAPITAL
- LinkedIn @DEDORA-CAPITAL-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $322,872,133 | 4 | April 2, 2021 |
| October 2022 | $405,581,554 | 9 | February 9, 2022 |
| October 2023 | $339,593,817 | 10 | February 23, 2023 |
| October 2024 | $424,714,256 | 11 | August 27, 2024 |
| October 2025 | $487,051,982 | 11 | March 11, 2025 |
| October 2026 | $550,691,298 | 12 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $487,051,982 to $550,691,298 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dedora Capital, Inc. (CRD 177523): Form ADV filing data as of October 2026.