Dorato Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm also offers hourly investment-planning advice for clients without managed assets and provides tax preparation services.
Dorato uses a value-based, low‑turnover buy‑and‑hold investment approach that draws on fundamental and technical sources such as the Value Line Investment Survey and the Applied Finance Group, and it typically manages client accounts on a discretionary basis. The adviser may address other financial issues when setting strategy but does not provide comprehensive financial planning.
Distinctive features include a client base that does not include high‑net‑worth individuals, concentrating instead on non‑HNW individual investors, and the provision of approximately 80 tax returns annually — a service mix that is less common among similarly sized advisers. The firm operates as a fee‑only adviser, does not charge performance‑based fees, and employs a three‑advisor team that reviews accounts at least monthly.
Client services
Expertise
Fee options
Flat fee arrangements may be made, typically when client uses mutual funds.
$0+: 0.40% annually for stock portfolios $0+: 0.20% annually for other assets such as mutual funds or bonds
$100 per hour for investment planning advice only.
Account minimum: $100,000 Fee-only: Fee-based only; no commissions received.
Main office
Denver CO
Advisors at this office
3
Most active in
California · Colorado · Texas
Also doing business as
Dorato Capital Management · Dorato Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jessica T
Series 65
Denver, CO
Dorato Capital Management
Jessica Te Selle is a Series 65-licensed financial advisor with Dorato Capital Management in Denver, Colorado. She has two years of industry experience, including prior work at Westwood Professional Services. Dorato Capital Management provides investment portfolio management primarily to individual, non-high-net-worth clients using a value-based, low-turnover buy-and-hold approach. The firm also offers hourly investment-planning advice and tax preparation services, managing approximately $138 million across about 94 accounts.
Steven T
CFP®, CFA®
Denver, CO
Dorato Capital Management
Steven Teselle is a CFP® and CFA® with 26 years of industry experience. He has been with Dorato Capital Management since 2000. Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm employs a value-based, low-turnover buy-and-hold investment strategy and serves a client base focused on non-high-net-worth individuals while also offering hourly investment planning and tax preparation services.
Benjamin T
Series 65, Series 63
Denver, CO
Dorato Capital Management
Benjamin Teselle is a financial advisor at Dorato Capital Management in Denver, CO, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LBMZ Securities Inc, Zacks Investment Management, and The Larko Group. Teselle has been with Dorato Capital Management since 2020. Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm employs a value-based, low-turnover buy-and-hold investment approach and offers tax preparation services alongside hourly investment-planning advice.
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