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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North harborRadial +more
- Established Date
- 03-20-2000
- Office Locations
- 2
Office Locations
About Dorato Capital Management
Dorato Capital Management is a Denver-based registered investment adviser providing asset management and investment planning for a range of clients, generally with a $100,000 minimum. Portfolios are built in separate accounts and customized to client needs, with a focus that includes ETFs and U.S. government/agency bonds. Registered in Colorado and California and custodied with Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
STEVEN DAVID TESELLE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #2831330
- Ownership
- 75% or more
Benjamin Teselle
Certified Financial Planner, Owner
- CRD
- #7048904
- Ownership
- 10% but less than 25%
Ember alpha
Vertex catalyst
- CRD
- #50700
- Ownership
- 49.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,742,554 | $590,394 |
| Non-Discretionary | $0 | -- |
| Total | $138,742,554 | $590,394 |
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Separately Managed Accounts
Total SMA Asset: $138,742,554
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $435,146,349 | 13.9% |
| U.S. Government/Agency | $1,374,311,131 | 43.9% |
| Cash | $1,321,091,794 | 42.2% |
| Total | $3,130,549,274 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK SUMMIT VECTOR | RADIAL VITAL | CG0WC6J50 | ADAM | 1.78% | $77,358,527 |
| FUSION CATALYST WAVE | PIONEER PRIME | B0AW066NI | YMFOO | 7.56% | $89,553,094 |
| CREST VALUE GLACIER | MOMENTUM RADIAL | MJJCBKCWG | QRGPE | 5.61% | $53,377,408 |
| INSIGHT FRONTIER FOUNDATION | MERIDIAN PIONEER | AGLEEGIHS | WNO | 9.31% | $64,794,310 |
| TIMBER FOUNDATION MOMENTUM | FUSION CAPITAL | UVD184FU5 | PAAF | 5.13% | $100,830,478 |
| FOCUS HARBOR | ZENITH PATHWAY | 1C41W165Q | EVUK | 1.23% | $69,670,010 |
| ATLAS SIGNAL DELTA | VECTOR OPTIMA | XMD0DNIFU | AOQ | 7.82% | $5,521,209 |
| ELEMENT OPTIMA | FOUNDATION LEGACY | 9WUOSESOO | HZBS | 1.46% | $60,496,088 |