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| Dedora Capital Inc
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|---|---|
| CRD # | 177523 |
| SEC # | 801-96227 |
| CIK # | 0001717658 |
| AUM | $550.7 M (2026-03-25) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 707-253-0681 |
| Address | 1600 Main Street Napa, CA 94559 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001717658 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.5 | ||
| Nvidia Corp | 9.2 | ||
| Amazon Com Inc | 8.5 | ||
| Alphabet Inc | 7.9 | ||
| Broadcom Inc | 7.8 | ||
| Tesla Motors Inc | 7.6 | ||
| Microsoft Corp | 7.5 | ||
| Alphabet Inc | 7.2 | ||
| J P Morgan Chase & Co | 6.2 | ||
| World Currency Gold Trust | 6.1 | ||
| Home Depot Inc | 5.1 | ||
| Advanced Micro Devices Inc | 4.5 | ||
| Lilly Eli & Co | 4.4 | ||
| Applovin Corp | 4.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 139.5 |
| (b) Individuals (high net worth individuals) | 104 | 406.0 |
| (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 | 3.8 |
| (h) Charitable organizations | 7 | 0.6 |
| (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 | 1,309 | 550.7 |
| By Discretionary | ||
| Discretionary | 1,307 | 548.5 |
| Non-Discretionary | 2 | 2.2 |
| Total | 1,309 | 550.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 550.7 | |
| Total | 1,309 | 550.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001717658] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Assets Advisory LLC
✚
|
FL | 0.6 |
|
Broadleaf Partners LLC
✚
|
OH | 0.6 |
|
Amicus Financial Advisors LLC
✚
|
TX | 0.6 |
|
Miramar Capital LLC
✚
|
IL | 0.6 |
|
Napier Financial LLC
✚
|
MA | 0.6 |
|
Pinnacle Wealth Advisors LLC
✚
|
OR | 0.5 |
|
Harvest Investment Consultants LLC
✚
|
MD | 0.5 |
|
Stiles Financial Services Incorporated
✚
|
MN | 0.5 |
|
May Hill Capital LLC
✚
|
MA | 0.5 |
|
Hamel Associates Inc
✚
|
PA | 0.5 |