Shivani Patel
DeDora Capital · Napa, California
Shivani Patel is a fee-only financial advisor at DeDora Capital in Napa, California. Shivani focuses on equity compensation, estate & legacy planning and small business owners. DeDora Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | DeDora Capital |
|---|---|
| Based in | Napa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $550.7M across 1,309 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8329603 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.dedoracapital.com |
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Questions about Shivani
Is Shivani Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shivani holds no broker registration, and DeDora Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shivani charge for financial advice?
Shivani's firm, DeDora Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shivani Patel based?
Shivani Patel is based in Napa, California.
What does Shivani specialize in?
Shivani's specialties include equity compensation, estate & legacy planning, small business owners and sustainable & impact investing. Shivani works with executives, ultra high net worth and multi-generational families.
Is Shivani Patel registered with the SEC?
Yes. Shivani Patel is registered as an investment adviser representative in CA (CRD 8329603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DeDora Capital manage?
DeDora Capital reports $550.7M across 1,309 accounts in assets under management.
How do I contact Shivani Patel?
Through Shivani's website, www.dedoracapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DeDora Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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