Dorato Capital Management
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 110097
· SEC file 801-135310
·
· WWW.DORATOCAPITAL.COM
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ADV data as of Jan 23, 2026
- Regulatory AUM
- $139M
- Discretionary
- $139M
- Clients
- 94
- Avg AUM / client
- $1.5M
- Accounts
- 235
- Employees
- 3
AUM over time
$139M
$139M
Jan 10, 2026
Jan 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 94 | $139M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven David Teselle | Registered representative | CFP CFA | Mar 2000 (26y) | |
| Benjamin Teselle | Registered representative | Oct 2020 (6y) | ||
| Jessica E Te Selle | Registered representative | Jul 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗