Dedora Capital Inc

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Assets, Funds, Holdings

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Dedora Capital Inc
CRD #177523
SEC #801-96227
CIK #0001717658
AUM $487.1 M (2025-03-11)
Employees 11 (36% Investors, 0% Brokers)
Phone707-253-0681
Address1600 Main Street
Napa, CA 94559
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
50040030020010002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 12.0
Microsoft Corp 9.7
Amazon Com Inc 8.4
Nvidia Corp 8.3
Broadcom Inc 7.0
Tesla Motors Inc 5.9
J P Morgan Chase & Co 5.8
Home Depot Inc 4.9
Alphabet Inc 4.5
Facebook Inc 4.3
View All
Holdings by Sector ($M)
4003202401608002016201920222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 353 114.9
(b) Individuals (high net worth individuals) 103 367.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.2
(h) Charitable organizations 6 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.8
(n) Other 0 0.0
Total 1,291 487.1
By Discretionary
Discretionary 1,290 485.1
Non-Discretionary 1 2.0
Total 1,291 487.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 487.1
Total 1,291 487.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001717658]
Comparable Firms State AUM ($B)
Everpar Advisors LLC
OK 0.5
USAdvisors Wealth Management LLC
MN 0.5
Halter Ferguson Financial Inc
IN 0.5
Marin Financial Advisors LLC
CA 0.5
Milestone Financial Planning LLC
NH 0.5
Litvak Wealth LLC
CT 0.5
Vela Investment Management LLC
OH 0.5
Affiliated Private Investors LLC
FL 0.5
Prasad Wealth Partners LLC
OH 0.5
Seeds Investor LLC
NY 0.5
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