D

Dorato Capital Management

Updated today

Client assets under management

$138,742,554

Clients

94

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

31

Low

Average account size

$1,475,985

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

Financial planning Portfolio management Tax preparation

Expertise

Wealth management

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Fee options

Fixed

Flat fee arrangements may be made, typically when client uses mutual funds.

Percentage

$0+: 0.40% annually for stock portfolios $0+: 0.20% annually for other assets such as mutual funds or bonds

Project-based

$100 per hour for investment planning advice only.

Other

Account minimum: $100,000 Fee-only: Fee-based only; no commissions received.

Main office location

Dorato Capital Management

Denver CO, United States

Number of offices

1

Most active in

California · Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

Benjamin T

Series 63, Series 65

Denver, CO

Dorato Capital Management

Benjamin Teselle is a financial advisor at Dorato Capital Management with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at LBMZ Securities Inc, Zacks Investment Management, The Larko Group, Deckers Brands, and Network Global Logistics. Dorato Capital Management primarily serves individual clients with a value-based, low-turnover buy-and-hold investment approach that incorporates fundamental and technical analysis. The firm manages approximately $138 million across about 94 accounts and offers investment planning and tax preparation services, focusing on non-high-net-worth individuals.

Wealth management
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