Dorato Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$138,742,554
Clients
94
0% high-net worth
Advisors
3
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
31
LowAverage account size
$1,475,985
About
Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm also offers hourly investment-planning advice for clients without managed assets and provides tax preparation services.
Dorato uses a value-based, low‑turnover buy‑and‑hold investment approach that draws on fundamental and technical sources such as the Value Line Investment Survey and the Applied Finance Group, and it typically manages client accounts on a discretionary basis. The adviser may address other financial issues when setting strategy but does not provide comprehensive financial planning.
Distinctive features include a client base that does not include high‑net‑worth individuals, concentrating instead on non‑HNW individual investors, and the provision of approximately 80 tax returns annually — a service mix that is less common among similarly sized advisers. The firm operates as a fee‑only adviser, does not charge performance‑based fees, and employs a three‑advisor team that reviews accounts at least monthly.
Client services
Expertise
Fee options
Flat fee arrangements may be made, typically when client uses mutual funds.
$0+: 0.40% annually for stock portfolios $0+: 0.20% annually for other assets such as mutual funds or bonds
$100 per hour for investment planning advice only.
Account minimum: $100,000 Fee-only: Fee-based only; no commissions received.
Main office location
Dorato Capital Management
Denver CO, United States
Number of offices
1
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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