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DORATO CAPITAL MANAGEMENT

· CRD 110097 · IAPD ↗ · doratocapital.com · 303-733-4999

$138.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — DORATO CAPITAL MANAGEMENT (location n/a) is newly SEC-registered with $138.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.