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DEDORA CAPITAL, INC.

NAPA, CA · CRD 177523 · IAPD ↗ · 707-253-0681

$550.7MRegulatory AUM
4Advisory reps
12Employees
1Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — DEDORA CAPITAL, INC. crossed $500M in regulatory AUM ($487.1M -> $550.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
September 2024 — DEDORA CAPITAL, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — DEDORA CAPITAL, INC. reported RAUM up 25% ($339.6M -> $424.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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