This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 94 clients, or 31.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Dorato Capital Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Dorato Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,742,554 | $590,394 |
| Non-Discretionary | $0 | -- |
| Total | $138,742,554 | $590,394 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Dorato Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Dorato Capital Management's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.