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| Dorato Capital Management
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|---|---|
| CRD # | 110097 |
| SEC # | 801-135310 |
| CIK # | 0002095216 |
| AUM | 138.7 M (2026-01-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 303-733-4999 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002095216 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aflac Inc | 22.8 | ||
| Cisco Systems Inc | 3.6 | ||
| Applied Materials Inc /DE | 3.1 | ||
| PulteGroup Inc/MI/ | 2.8 | ||
| CVS Caremark Corp | 2.4 | ||
| Johnson & Johnson | 2.4 | ||
| General Dynamics Corp | 2.4 | ||
| Merck & Co Inc | 2.0 | ||
| Intel Corp | 2.0 | ||
| Smucker J M Co | 1.9 | ||
| Union Pacific Corp | 1.8 | ||
| Amgen Inc | 1.8 | ||
| Hasbro Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| KLA Tencor Corp | 1.5 | ||
| Wal Mart Stores Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Bank of America Corp /DE/ | 1.2 | ||
| Sherwin Williams Co | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 138.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 138.7 |
| By Discretionary | ||
| Discretionary | 235 | 138.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 235 | 138.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.7 | |
| Total | 235 | 138.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002095216] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Broussard Financial Group LLC
✚
|
LA | 138.8 M |
|
Howland and Associates LLC
✚
|
FL | 138.7 M |
|
Marchand Faries Financial Management Inc
✚
|
138.7 M | |
|
Strategic Probability Partners LLC
✚
|
138.6 M | |
|
CB Capital Advisors LLC
✚
|
NY | 138.6 M |
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 138.6 M |
|
Stone Loft Wealth Management LLC
✚
|
138.6 M | |
|
Comprehensive Planning Associates Inc
✚
|
NH | 138.4 M |
|
Blueprint Wealth Management Advisors LLC
✚
|
138.4 M | |
|
FSAM LLC
✚
|
GA | 138.4 M |