Dedora Capital, Inc. logo

Dedora Capital, Inc.

Updated today

Client assets under management

$545,500,786

Clients

460

23% high-net worth

Advisors

4

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

115

Very High

Average account size

$1,185,871

About

DeDora Capital provides investment advisory and financial planning services to individuals, high‑net‑worth and ultra‑high‑net‑worth clients, employer-sponsored retirement plans, and brokerage customers. Offerings include comprehensive portfolio management, written financial plans and consultations, multi‑family‑office style UHNW services, retirement plan advisory, and investment consulting for broker/dealer customers.

The firm combines fundamental and technical analysis with strategic asset allocation, regular rebalancing and active tactical risk management, and it reviews managed accounts at least quarterly. Portfolio strategies may include margin transactions and borrowing in separately managed accounts, the use of options and leveraged ETFs, and the selection and monitoring of third‑party sub‑advisors when appropriate.

Noteworthy features relative to many team firms are its legacy participation in a wrap‑fee program while transitioning those clients into its standard portfolio management service, and its documented use of borrowing within separately managed accounts — both practices identified in the brochure as treated differently than most peers. The firm also maintains formal consulting arrangements with broker/dealers for Brokerage Customers and offers hourly, multi‑family‑office style services for UHNW clients.

Client services

Financial planning Portfolio management Pension consulting
Ultra high net worth & corporate consulting; consulting

Expertise

Active portfolio management Retirement income strategy Tax strategies for small businesses

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial Planning: $1,500 to $10,000; Retirement Plan Services: $750 to $10,000

Percentage

$0 - $999,999.99: 1.20% $1,000,000.00 - $4,999,999.99: 1.00% $5,000,000 - $9,999,999.99: 0.80% $10,000,000+: 0.70%

Project-based

Financial Planning: $250/hour for CFP, $150/hour for Financial Advisors; Ultra High Net Worth Services: $1,500/hour; Retirement Plan Services: $250/hour

Other

Fee-only: Financial Planning: $250/hour for CFP, $150/hour for Financial Advisors; Flat fees $1,500 to $10,000; Ultra High Net Worth Services: $1,500/hour; Retirement Plan Services: hourly $250, flat fees $750 to $10,000, or up to 1.00% of Plan assets

Main office location

Dedora Capital, Inc.

1600 Main Street

Napa CA 94559, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Louisiana · Nevada · Oregon · Pennsylvania · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William B

Series 66

Napa, CA

Dedora Capital, Inc.

William Becker is a financial advisor at DeDora Capital, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at DeDora Capital since 2015, alongside a concurrent role at Wells Fargo Advisors Financial Network, LLC since 2012. DeDora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, retirement plan consulting, multi-family office corporate consulting, and sub-advisory services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, incorporating active risk management and offering tailored options such as socially responsible investing and fossil-fuel divestment.

Active portfolio management Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Mark H

CFP®, Series 65, Series 66

Napa, CA

Dedora Capital, Inc.

Mark Hill is a CFP® professional with 20 years of industry experience, currently serving at Dedora Capital, Inc. since 2015. He is also the president and sole proprietor of Fire Penguin Publishing, a music publishing company focused on promoting and managing royalties for his own musical recordings. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental and technical analysis within an asset-allocation framework and offers tailored investment options, including socially responsible investing and fossil-fuel divestment.

Active portfolio management Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Sharon K

CFP®, Series 65

Napa, CA

Dedora Capital, Inc.

Sharon Khan is a CFP® and Series 65-licensed advisor at Dedora Capital, Inc. with four years of industry experience. Her background includes roles at Montgomery Taylor Wealth Management and Deloitte. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, retirement plan consulting, multi-family office corporate consulting, and sub-advisory services. The firm combines fundamental and technical analysis within an asset-allocation framework and offers tailored options such as socially responsible investing and fossil-fuel divestment.

Active portfolio management Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Paul D

CFP®, Series 63, Series 65

Napa, CA

Dedora Capital, Inc.

Paul Dedora is a CFP® with 28 years of industry experience. He is currently with Dedora Capital, Inc., where he has worked since 2015, including a period at Purshe Kaplan Sterling Investments from 2015 to 2021. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis within an asset-allocation framework and offers tailored options such as socially responsible investing and fossil-fuel divestment.

Active portfolio management Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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