Dorato Capital Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Dorato Capital Management reports 94 individuals. Of its assets, 100.0% ($139M across 235 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 94 | $139M | 100.0% | $1.48M |
| Total | 94 | $139M | 100% | $1.48M |
- Clients
- 94
- Regulatory AUM
- $139M
- AUM share
- 100.0%
- Avg. per client
- $1.48M
Total
- Clients
- 94
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- $1.48M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Dorato Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Investment planning advice only
- Investment planning advice for clients who do not have assets managed by the firm is billed at an hourly rate of $100.
Steven Teselle owns 75% or more of Dorato Capital Management. It has 3 employees.
Leadership
- Benjamin TeselleOwner
- Jessica TeSelleOwner
- Steven TeselleOwner, CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Dorato Capital Management
Steven Teselle
Control person · since April 2000
- Owns 10% to 25% of Dorato Capital Management
Benjamin Teselle
since January 2024
- Owns 10% to 25% of Dorato Capital Management
Jessica TeSelle
since January 2023
Besides its headquarters, Dorato Capital Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Dorato Capital Management
- Headquarters
- Not reported
- Website
- doratocapital.com
- Phone
- 303-733-4999
- SEC file
- 801-135310
- Structure
- Colorado corporation
- Fiscal year end
- December
Dorato Capital Management does not have custody of client assets.
At year end, Dorato Capital Management’s separately managed accounts were mostly in stocks (80%) and bonds (12%).
What the accounts hold
- Stocks80%
- Bonds12%
- Cash8%
How many clients does Dorato Capital Management have?
Dorato Capital Management has 94 clients and manages $139 million for them, as of January 2026. They include 94 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026
What services does Dorato Capital Management offer?
Dorato Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Dorato Capital Management have?
Dorato Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dorato Capital Management invest in?
At the end of its last fiscal year, Dorato Capital Management’s separately managed accounts held 80% exchange-traded equities, 12% U.S. government and agency bonds and 8% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dorato Capital Management?
Dorato Capital Management’s direct owners are Steven Teselle (75% or more), Benjamin Teselle (10% to 25%) and Jessica TeSelle (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 January 2026
How does Dorato Capital Management get paid?
Dorato Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dorato Capital Management?
Its phone number is 303-733-4999. Its website is doratocapital.com.