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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VitalQuantum frontier +more
- Established Date
- 05-22-2015
- Office Locations
- 1
Office Locations
About Dedora Capital, Inc.
DeDora Capital is a Napa, CA private wealth manager providing financial planning and discretionary investment management for individuals and families, including business owners and entrepreneurs. Portfolios commonly use ETFs and mutual funds alongside asset-allocation and risk-management approaches. The team is led by CFP® professionals and runs client portfolios through custodians such as Charles Schwab and the Orion platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL JONATHAN DEDORA
Financial Advisor, General Partner, President
- CRD
- #2721762
- Ownership
- 75% or more
WILLIAM ALEX BECKER
Chief Compliance Officer, CHIEF OPERATING OFFICER, Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #6131583
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
TERRI LYN Cavagnaro
--
- CRD
- #5092009
MARK FORREST HILL PHD
Financial Advisor
- CRD
- #4920229
Eagle vital
Pathway foundation north
- CRD
- #41378
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $548,507,820 | $419,669 |
| Non-Discretionary | $2,183,478 | $1,091,739 |
| Total | $550,691,298 | $420,696 |
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Separately Managed Accounts
Total SMA Asset: $550,691,298
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $735,272,633 | 39.7% |
| Equity - Exchange | $488,947,040 | 26.4% |
| Cash | $201,875,861 | 10.9% |
| Private Funds | $425,976,589 | 23.0% |
| Total | $1,852,072,123 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER CATALYST | WAVE ATLAS | G0YGSL5Q7 | UUZU | 4.14% | $80,052,389 |
| PEAK CAPITAL BRIDGE | OAK FOCUS | PWNAI2VFM | JZQF | 0.63% | $34,100,936 |
| FRONTIER VERTEX INSIGHT | ALPHA UNISON | B0YFB74P3 | LCZF | 9.59% | $3,553,112 |
| NORTH PATHWAY MERIDIAN | ZENITH BRIDGE | 6U5C0TPKV | NZJ | 12.36% | $35,813,769 |
| GLACIER INSIGHT SIGNAL | FOUNDATION SUMMIT | 84BYEB42G | VFSP | 4.93% | $30,140,691 |
| SIGNAL SUMMIT | PIONEER OPTIMA | O97UB61PO | BNYNO | 3.34% | $54,286,411 |
| MATRIX WAVE | ZENITH HORIZON | WFN9U6MPD | GXUJH | 3.53% | $80,773,762 |
| OPTIMA PRIME | CATALYST OPTIMA | 1FKGLA0NV | VEODB | 1.19% | $108,956,792 |